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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,959 | $40,435-50.6% | $80,627-75.2% | $74,460-73.2% |
| Participation rate | 12.1% | 47.4%-35.3pp | 67.0%-54.9pp | 70.7%-58.7pp |
| Annual return | 13.03% | 165.19%-152.2pp | 936.76%-923.7pp | 34.38%-21.3pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,723-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $1,014 | $2,673-62.1% | $4,443-77.2% | $4,530-77.6% |
| Admin fee / account holder | $143 | $721-80.1% | $5,381-97.3% | $348-58.8% |