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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,732 | $28,416-83.3% | $73,550-93.6% | $69,631-93.2% |
| Participation rate | 12.7% | 38.3%-25.7pp | 54.9%-42.2pp | 70.7%-58.0pp |
| Annual return | 14.56% | -694.13%+708.7pp | -15.16%+29.7pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $0 | $430-100.0% | $1,219-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $526 | $897-41.4% | $1,804-70.8% | $3,224-83.7% |
| Admin fee / account holder | $15 | $104-85.7% | $2,320-99.4% | $110-86.5% |