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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,602 | $28,416+4.2% | $73,550-59.8% | $69,631-57.5% |
| Participation rate | 20.1% | 38.3%-18.2pp | 54.9%-34.8pp | 70.7%-50.6pp |
| Annual return | 17.31% | -694.13%+711.4pp | -15.16%+32.5pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $146 | $430-66.1% | $1,219-88.0% | $2,032-92.8% |
| Participant deferral / active EE | $740 | $897-17.5% | $1,804-59.0% | $3,224-77.1% |
| Admin fee / account holder | $17 | $104-83.3% | $2,320-99.2% | $110-84.2% |