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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,865 | $58,895-54.4% | $178,503-84.9% | $73,497-63.4% |
| Participation rate | 21.0% | 66.2%-45.3pp | 81.9%-61.0pp | 70.7%-49.7pp |
| Annual return | 11.10% | 24.86%-13.8pp | 151.12%-140.0pp | 28.51%-17.4pp |
| Employer contribution / active EE | $517 | $2,236-76.9% | $5,011-89.7% | $2,270-77.2% |
| Participant deferral / active EE | $3,237 | $2,567+26.1% | $5,202-37.8% | $3,740-13.4% |
| Admin fee / account holder | $16 | $400-95.9% | $13,987-99.9% | $513-96.8% |