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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,836 | $55,453-66.0% | $170,435-88.9% | $62,293-69.8% |
| Participation rate | 25.4% | 66.4%-41.0pp | 83.6%-58.2pp | 69.5%-44.1pp |
| Annual return | 12.79% | 21.38%-8.6pp | 205.94%-193.2pp | 28.90%-16.1pp |
| Employer contribution / active EE | $375 | $2,164-82.7% | $5,432-93.1% | $2,042-81.7% |
| Participant deferral / active EE | $1,035 | $2,303-55.1% | $4,939-79.1% | $3,169-67.4% |
| Admin fee / account holder | $186 | $455-59.2% | $13,881-98.7% | $479-61.3% |