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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 | $45,880 | $64,612-29.0% | $86,438-46.9% | $64,819-29.2% |
| Participation rate | 62.4% | 81.5%-19.1pp | 80.3%-18.0pp | 71.5%-9.1pp |
| Annual return | -19.60% | 0.66%-20.3pp | 4397.19%-4416.8pp | 32.84%-52.4pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $4,568 | $7,497-39.1% | $6,952-34.3% | $4,311+6.0% |
| Admin fee / account holder | $47 | $169-72.0% | $6,733-99.3% | $188-74.8% |