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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $58,616 | $63,924-8.3% | $108,582-46.0% | $55,167+6.3% |
| Participation rate | 62.3% | 74.3%-12.1pp | 79.6%-17.3pp | 69.0%-6.7pp |
| Annual return | 6.82% | 15.31%-8.5pp | -51.70%+58.5pp | 169.23%-162.4pp |
| Employer contribution / active EE | $641 | $1,879-65.9% | $3,758-82.9% | $1,963-67.3% |
| Participant deferral / active EE | $2,829 | $3,067-7.7% | $4,311-34.4% | $3,054-7.4% |
| Admin fee / account holder | $18 | $618-97.1% | $7,645-99.8% | $504-96.4% |