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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,636 | $42,909+64.6% | $60,906+16.0% | $68,486+3.1% |
| Participation rate | 66.7% | 66.8%-0.1pp | 73.1%-6.4pp | 67.9%-1.2pp |
| Annual return | -12.05% | -13.99%+1.9pp | 16.94%-29.0pp | -7.85%-4.2pp |
| Employer contribution / active EE | $1,606 | $1,979-18.9% | $2,703-40.6% | $2,597-38.2% |
| Participant deferral / active EE | $3,212 | $2,866+12.1% | $3,814-15.8% | $4,028-20.2% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,227-100.0% | $5,404-100.0% |