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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,421 | $60,989-30.4% | $60,899-30.3% | $66,930-36.6% |
| Participation rate | 52.8% | 74.5%-21.6pp | 73.1%-20.3pp | 69.8%-17.0pp |
| Annual return | -15.19% | -9.60%-5.6pp | 16.92%-32.1pp | 1.57%-16.8pp |
| Employer contribution / active EE | $1,719 | $2,661-35.4% | $2,702-36.4% | $2,545-32.5% |
| Participant deferral / active EE | $2,802 | $3,615-22.5% | $3,817-26.6% | $4,238-33.9% |
| Admin fee / account holder | $13 | $338-96.1% | $3,225-99.6% | $593-97.7% |