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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 | $14,194 | $47,977-70.4% | $154,111-90.8% | $56,287-74.8% |
| Participation rate | 62.6% | 66.2%-3.6pp | 83.0%-20.4pp | 69.9%-7.2pp |
| Annual return | 13.43% | 3.54%+9.9pp | 735.18%-721.7pp | -9.96%+23.4pp |
| Employer contribution / active EE | $397 | $2,169-81.7% | $5,298-92.5% | $2,111-81.2% |
| Participant deferral / active EE | $1,419 | $2,392-40.7% | $5,081-72.1% | $3,350-57.6% |
| Admin fee / account holder | $11 | $438-97.5% | $13,411-99.9% | $521-97.9% |