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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,506 | $46,173+2.9% | $170,435-72.1% | $69,631-31.8% |
| Participation rate | 59.2% | 63.9%-4.7pp | 83.6%-24.4pp | 70.7%-11.4pp |
| Annual return | 17.99% | 21.62%-3.6pp | 205.94%-188.0pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,607 | $2,080-22.7% | $4,939-67.5% | $3,224-50.1% |
| Admin fee / account holder | $191 | $116+64.3% | $13,881-98.6% | $110+72.6% |