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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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,043 | $65,083-33.9% | $143,788-70.1% | $66,930-35.7% |
| Participation rate | 29.8% | 65.2%-35.4pp | 80.3%-50.5pp | 69.8%-40.0pp |
| Annual return | -14.41% | -11.13%-3.3pp | -0.03%-14.4pp | 1.57%-16.0pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,333 | $2,920-54.4% | $5,638-76.4% | $4,238-68.6% |
| Admin fee / account holder | $0 | $502-100.0% | $14,675-100.0% | $593-100.0% |