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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).
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 | $50,940 | $42,546+19.7% | $71,796-29.0% | $55,167-7.7% |
| Participation rate | 55.9% | 59.1%-3.2pp | 69.1%-13.2pp | 69.0%-13.1pp |
| Annual return | 3.71% | 12.36%-8.7pp | 78.04%-74.3pp | 169.23%-165.5pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,358 | $2,064+14.2% | $2,794-15.6% | $3,054-22.8% |
| Admin fee / account holder | $6 | $650-99.0% | $4,815-99.9% | $504-98.8% |