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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 | $113,661 | $63,314+79.5% | $91,004+24.9% | $62,293+82.5% |
| Participation rate | 63.0% | 73.3%-10.3pp | 75.6%-12.6pp | 69.5%-6.5pp |
| Annual return | 13.76% | 21.00%-7.2pp | 4.60%+9.2pp | 28.90%-15.1pp |
| Employer contribution / active EE | $1,235 | $1,807-31.6% | $2,456-49.7% | $2,042-39.5% |
| Participant deferral / active EE | $4,013 | $2,944+36.3% | $3,548+13.1% | $3,169+26.6% |
| Admin fee / account holder | $14 | $468-97.0% | $5,417-99.7% | $479-97.1% |