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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 | $80,328 | $54,370+47.7% | $82,763-2.9% | $68,490+17.3% |
| Participation rate | 56.3% | 63.9%-7.7pp | 72.6%-16.3pp | 67.9%-11.6pp |
| Annual return | -13.90% | -13.67%-0.2pp | 702.45%-716.4pp | -7.85%-6.1pp |
| Employer contribution / active EE | $2,264 | $2,219+2.0% | $3,008-24.7% | $2,597-12.8% |
| Participant deferral / active EE | $2,277 | $3,247-29.9% | $4,395-48.2% | $4,028-43.5% |
| Admin fee / account holder | $0 | $4,398-100.0% | $5,325-100.0% | $5,403-100.0% |