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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 | $38,172 | $54,355-29.8% | $82,744-53.9% | $68,486-44.3% |
| Participation rate | 59.3% | 63.9%-4.6pp | 72.6%-13.3pp | 67.9%-8.6pp |
| Annual return | -15.17% | -13.67%-1.5pp | 702.22%-717.4pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,849 | $2,219-16.6% | $3,008-38.5% | $2,597-28.8% |
| Participant deferral / active EE | $3,755 | $3,246+15.7% | $4,395-14.6% | $4,028-6.8% |
| Admin fee / account holder | $0 | $4,397-100.0% | $5,325-100.0% | $5,404-100.0% |