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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,254 | $38,365-29.0% | $84,637-67.8% | $65,186-58.2% |
| Participation rate | 3.6% | 55.7%-52.1pp | 68.2%-64.7pp | 70.2%-66.6pp |
| Annual return | 22.94% | 32.00%-9.1pp | 258.82%-235.9pp | 29.39%-6.4pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $313 | $2,278-86.3% | $3,900-92.0% | $3,514-91.1% |
| Admin fee / account holder | $79 | $451-82.5% | $4,914-98.4% | $847-90.7% |