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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $15,794 | $46,732-66.2% | $156,551-89.9% | $55,167-71.4% |
| Participation rate | 18.9% | 65.8%-46.9pp | 84.0%-65.1pp | 69.0%-50.1pp |
| Annual return | 2.89% | 17.72%-14.8pp | 32.23%-29.3pp | 169.23%-166.3pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,109 | $2,204-49.7% | $4,871-77.2% | $3,054-63.7% |
| Admin fee / account holder | $186 | $418-55.6% | $13,028-98.6% | $504-63.1% |