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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,552 | $70,002-29.2% | $115,038-56.9% | $52,331-5.3% |
| Participation rate | 69.3% | 72.1%-2.8pp | 81.4%-12.0pp | 68.1%+1.2pp |
| Annual return | 0.66% | 4.04%-3.4pp | 26.14%-25.5pp | 4.54%-3.9pp |
| Employer contribution / active EE | $1,909 | $2,715-29.7% | $4,608-58.6% | $1,882+1.5% |
| Participant deferral / active EE | $4,675 | $4,920-5.0% | $6,026-22.4% | $3,022+54.7% |
| Admin fee / account holder | $9 | $566-98.4% | $8,175-99.9% | $592-98.4% |