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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).
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 | $96,198 | $50,666+89.9% | $76,667+25.5% | $65,186+47.6% |
| Participation rate | 35.4% | 68.8%-33.4pp | 72.1%-36.7pp | 70.2%-34.8pp |
| Annual return | 20.30% | 28.51%-8.2pp | 1166.74%-1146.4pp | 29.39%-9.1pp |
| Employer contribution / active EE | $0 | $1,575-100.0% | $2,303-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,286 | $2,647-13.6% | $3,336-31.5% | $3,514-34.9% |
| Admin fee / account holder | $12 | $463-97.3% | $6,423-99.8% | $847-98.5% |