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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $24,595 | $52,967-53.6% | $172,753-85.8% | $65,186-62.3% |
| Participation rate | 59.0% | 66.2%-7.2pp | 82.6%-23.7pp | 70.2%-11.2pp |
| Annual return | 20.80% | 30.12%-9.3pp | 803.00%-782.2pp | 29.39%-8.6pp |
| Employer contribution / active EE | $453 | $2,190-79.3% | $5,144-91.2% | $2,177-79.2% |
| Participant deferral / active EE | $1,057 | $2,471-57.2% | $5,198-79.7% | $3,514-69.9% |
| Admin fee / account holder | $46 | $472-90.3% | $13,956-99.7% | $847-94.6% |