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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,963 | $75,183-14.9% | $123,894-48.4% | $55,167+15.9% |
| Participation rate | 57.1% | 72.8%-15.8pp | 81.4%-24.3pp | 69.0%-11.9pp |
| Annual return | 11.64% | 19.01%-7.4pp | 47.52%-35.9pp | 169.23%-157.6pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,657 | $5,084+30.9% | $5,984+11.2% | $3,054+118.0% |
| Admin fee / account holder | $13 | $663-98.0% | $8,357-99.8% | $504-97.4% |