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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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,774 | $31,424-56.2% | $81,473-83.1% | $69,631-80.2% |
| Participation rate | 17.4% | 50.8%-33.4pp | 68.0%-50.6pp | 70.7%-53.3pp |
| Annual return | 11.66% | 22.44%-10.8pp | 38.78%-27.1pp | 27571.02%-27559.4pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,568-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $406 | $1,838-77.9% | $3,537-88.5% | $3,224-87.4% |
| Admin fee / account holder | $3 | $103-97.6% | $4,561-99.9% | $110-97.7% |