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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 | $24,133 | $58,895-59.0% | $178,503-86.5% | $73,497-67.2% |
| Participation rate | 68.1% | 66.2%+1.9pp | 81.9%-13.8pp | 70.7%-2.6pp |
| Annual return | 14.48% | 24.86%-10.4pp | 151.12%-136.6pp | 28.51%-14.0pp |
| Employer contribution / active EE | $973 | $2,236-56.5% | $5,011-80.6% | $2,270-57.2% |
| Participant deferral / active EE | $1,469 | $2,567-42.8% | $5,202-71.8% | $3,740-60.7% |
| Admin fee / account holder | $10 | $400-97.4% | $13,987-99.9% | $513-98.0% |