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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $26,549-100.0% | $61,452-100.0% | $66,938-100.0% |
| Participation rate | 0.0% | 38.1%-38.1pp | 52.6%-52.6pp | 69.8%-69.8pp |
| Annual return | 0.00% | -16.21%+16.2pp | 338.96%-339.0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,160-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $10 | $1,338-99.3% | $2,125-99.5% | $4,238-99.8% |
| Admin fee / account holder | $0 | $409-100.0% | $2,131-100.0% | $594-100.0% |