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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,516 | $42,582-33.0% | $171,082-83.3% | $57,658-50.5% |
| Participation rate | 34.4% | 63.9%-29.5pp | 76.7%-42.3pp | 70.2%-35.8pp |
| Annual return | 6.77% | 308.67%-301.9pp | 32.56%-25.8pp | 5.13%+1.6pp |
| Employer contribution / active EE | $193 | $1,306-85.2% | $4,002-95.2% | $1,974-90.2% |
| Participant deferral / active EE | $1,138 | $2,933-61.2% | $4,797-76.3% | $3,061-62.8% |
| Admin fee / account holder | $43 | $82-47.7% | $8,520-99.5% | $95-54.5% |