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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,677 | $73,848-85.5% | $143,799-92.6% | $68,486-84.4% |
| Participation rate | 61.0% | 66.7%-5.7pp | 80.3%-19.3pp | 67.9%-6.9pp |
| Annual return | -18.25% | 0.91%-19.2pp | -0.04%-18.2pp | -7.85%-10.4pp |
| Employer contribution / active EE | $1,782 | $3,184-44.1% | $4,952-64.0% | $2,597-31.4% |
| Participant deferral / active EE | $2,606 | $3,385-23.0% | $5,638-53.8% | $4,028-35.3% |
| Admin fee / account holder | $32 | $5,755-99.5% | $14,677-99.8% | $5,404-99.4% |