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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).
Form 5500 reported that benefits due were not provided when due.
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 | $59,518 | $57,108+4.2% | $94,229-36.8% | $52,331+13.7% |
| Participation rate | 54.9% | 72.9%-18.0pp | 78.8%-23.9pp | 68.1%-13.2pp |
| Annual return | -1.54% | 1.47%-3.0pp | 10.68%-12.2pp | 4.54%-6.1pp |
| Employer contribution / active EE | $631 | $1,735-63.6% | $3,587-82.4% | $1,882-66.5% |
| Participant deferral / active EE | $2,582 | $3,040-15.1% | $4,320-40.2% | $3,022-14.6% |
| Admin fee / account holder | $5 | $546-99.1% | $6,269-99.9% | $592-99.2% |