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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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,980 | $138,078-87.0% | $125,363-85.7% | $134,509-86.6% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -15.87% | 750.49%-766.4pp | 572.15%-588.0pp | 418.13%-434.0pp |
| Employer contribution / active EE | $265,541 | $5,245+4963.0% | $4,815+5415.2% | $4,741+5501.5% |
| Participant deferral / active EE | $500,528 | $7,800+6317.3% | $7,447+6621.1% | $6,400+7720.3% |
| Admin fee / account holder | $37 | $11,566-99.7% | $10,005-99.6% | $11,427-99.7% |