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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).
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 | $65,321 | $58,895+10.9% | $178,503-63.4% | $73,497-11.1% |
| Participation rate | 62.9% | 66.2%-3.4pp | 81.9%-19.1pp | 70.7%-7.8pp |
| Annual return | 13.54% | 24.86%-11.3pp | 151.12%-137.6pp | 28.51%-15.0pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,389 | $2,567+32.0% | $5,202-34.9% | $3,740-9.4% |
| Admin fee / account holder | $0 | $400-100.0% | $13,987-100.0% | $513-100.0% |