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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,842 | $51,223+73.4% | $82,763+7.3% | $66,949+32.7% |
| Participation rate | 62.7% | 67.9%-5.2pp | 72.6%-9.9pp | 69.8%-7.1pp |
| Annual return | -13.58% | -9.85%-3.7pp | 702.45%-716.0pp | 1.57%-15.1pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,008-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,501 | $3,460+30.1% | $4,395+2.4% | $4,239+6.2% |
| Admin fee / account holder | $3 | $415-99.3% | $5,325-99.9% | $594-99.5% |