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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,396 | $65,092-14.9% | $143,799-61.5% | $66,938-17.2% |
| Participation rate | 54.6% | 65.2%-10.6pp | 80.3%-25.7pp | 69.8%-15.2pp |
| Annual return | -13.07% | -11.14%-1.9pp | -0.04%-13.0pp | 1.58%-14.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,420 | $2,920+17.1% | $5,638-39.3% | $4,238-19.3% |
| Admin fee / account holder | $0 | $502-100.0% | $14,677-100.0% | $594-100.0% |