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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).
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 | $45,744 | $75,388-39.3% | $123,553-63.0% | $55,725-17.9% |
| Participation rate | 36.4% | 75.7%-39.3pp | 82.3%-45.9pp | 70.9%-34.5pp |
| Annual return | -12.64% | 4.48%-17.1pp | 119.21%-131.8pp | 244.93%-257.6pp |
| Employer contribution / active EE | $1,031 | $3,063-66.3% | $4,628-77.7% | $2,078-50.4% |
| Participant deferral / active EE | $5,249 | $5,651-7.1% | $6,426-18.3% | $3,356+56.4% |
| Admin fee / account holder | $110 | $120-7.8% | $9,284-98.8% | $115-4.1% |