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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,407 | $52,467-21.1% | $57,196-27.6% | $55,167-24.9% |
| Participation rate | 68.5% | 75.8%-7.3pp | 75.3%-6.8pp | 69.0%-0.5pp |
| Annual return | 6.46% | 7.72%-1.3pp | 14.59%-8.1pp | 169.23%-162.8pp |
| Employer contribution / active EE | $3,743 | $2,477+51.1% | $2,683+39.5% | $1,963+90.7% |
| Participant deferral / active EE | $3,778 | $2,830+33.5% | $3,096+22.0% | $3,054+23.7% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |