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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 | $58,258-10.1% | $81,820-36.0% | $80,925-35.3% |
| Participation rate | 49.1% | 63.5%-14.3pp | 72.4%-23.3pp | 67.7%-18.5pp |
| Annual return | 15.34% | 41.76%-26.4pp | 777.93%-762.6pp | 35.65%-20.3pp |
| Employer contribution / active EE | $1,674 | $2,345-28.6% | $2,915-42.6% | $2,756-39.2% |
| Participant deferral / active EE | $3,464 | $3,284+5.5% | $4,323-19.9% | $4,299-19.4% |
| Admin fee / account holder | $0 | $4,976-100.0% | $7,391-100.0% | $6,940-100.0% |