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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,073 | $33,745+66.2% | $64,105-12.5% | $55,191+1.6% |
| Participation rate | 24.5% | 59.4%-34.8pp | 68.2%-43.7pp | 69.2%-44.7pp |
| Annual return | -0.39% | 4.95%-5.3pp | 791.24%-791.6pp | 10.78%-11.2pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,470 | $1,929+28.0% | $2,822-12.5% | $3,046-18.9% |
| Admin fee / account holder | $27 | $94-71.8% | $4,499-99.4% | $91-70.7% |