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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,926 | $101,591-38.1% | $147,096-57.2% | $74,429-15.5% |
| Participation rate | 65.6% | 75.5%-9.9pp | 82.2%-16.5pp | 67.2%-1.6pp |
| Annual return | 10.69% | 8746.45%-8735.8pp | 419.75%-409.1pp | 1368.38%-1357.7pp |
| Employer contribution / active EE | $2,896 | $3,813-24.0% | $4,936-41.3% | $2,625+10.3% |
| Participant deferral / active EE | $3,968 | $7,302-45.7% | $8,071-50.8% | $4,348-8.7% |
| Admin fee / account holder | $35 | $1,750-98.0% | $13,005-99.7% | $1,944-98.2% |