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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 | $23,278 | $48,313-51.8% | $73,309-68.2% | $52,331-55.5% |
| Participation rate | 43.5% | 68.6%-25.0pp | 74.9%-31.4pp | 68.1%-24.6pp |
| Annual return | -1.76% | 3.85%-5.6pp | 5.67%-7.4pp | 4.54%-6.3pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,243 | $4,189-46.4% | $4,991-55.1% | $3,022-25.8% |
| Admin fee / account holder | $14 | $404-96.5% | $5,635-99.8% | $592-97.6% |