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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,380 | $58,311-10.2% | $81,882-36.0% | $80,959-35.3% |
| Participation rate | 49.1% | 63.5%-14.4pp | 72.4%-23.3pp | 67.7%-18.5pp |
| Annual return | 15.34% | 41.85%-26.5pp | 779.47%-764.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $1,674 | $2,347-28.6% | $2,916-42.6% | $2,757-39.3% |
| Participant deferral / active EE | $3,464 | $3,287+5.4% | $4,323-19.9% | $4,300-19.5% |
| Admin fee / account holder | $0 | $4,752-100.0% | $7,360-100.0% | $6,925-100.0% |