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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,950 | $50,637-13.2% | $86,582-49.2% | $62,293-29.4% |
| Participation rate | 55.5% | 67.9%-12.4pp | 73.5%-18.1pp | 69.5%-14.0pp |
| Annual return | 16.24% | 20.80%-4.6pp | 965.08%-948.8pp | 28.90%-12.7pp |
| Employer contribution / active EE | $1,077 | $2,075-48.1% | $2,839-62.1% | $2,042-47.3% |
| Participant deferral / active EE | $1,560 | $2,611-40.3% | $3,609-56.8% | $3,169-50.8% |
| Admin fee / account holder | $33 | $413-92.1% | $4,904-99.3% | $479-93.2% |