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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,768 | $47,977-63.0% | $154,111-88.5% | $56,287-68.4% |
| Participation rate | 40.0% | 66.2%-26.2pp | 83.0%-43.0pp | 69.9%-29.9pp |
| Annual return | 62.50% | 3.54%+59.0pp | 735.18%-672.7pp | -9.96%+72.5pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,561 | $2,392-34.7% | $5,081-69.3% | $3,350-53.4% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |