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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $52,251 | $63,924-18.3% | $108,582-51.9% | $55,167-5.3% |
| Participation rate | 58.3% | 74.3%-16.0pp | 79.6%-21.2pp | 69.0%-10.7pp |
| Annual return | 0.05% | 15.31%-15.3pp | -51.70%+51.7pp | 169.23%-169.2pp |
| Employer contribution / active EE | $980 | $1,879-47.8% | $3,758-73.9% | $1,963-50.0% |
| Participant deferral / active EE | $1,948 | $3,067-36.5% | $4,311-54.8% | $3,054-36.2% |
| Admin fee / account holder | $4 | $618-99.3% | $7,645-99.9% | $504-99.2% |