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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,155 | $65,395-67.7% | $182,558-88.4% | $72,976-71.0% |
| Participation rate | 55.6% | 65.4%-9.9pp | 78.0%-22.4pp | 69.5%-13.9pp |
| Annual return | 18.76% | 27.68%-8.9pp | 148.59%-129.8pp | 81.02%-62.3pp |
| Employer contribution / active EE | $128 | $1,911-93.3% | $4,076-96.9% | $2,440-94.8% |
| Participant deferral / active EE | $1,906 | $3,563-46.5% | $5,526-65.5% | $3,608-47.2% |
| Admin fee / account holder | $36 | $4,245-99.2% | $8,594-99.6% | $5,124-99.3% |