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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 | $58,241-10.1% | $81,780-36.0% | $80,911-35.3% |
| Participation rate | 49.1% | 63.4%-14.3pp | 72.4%-23.2pp | 67.6%-18.5pp |
| Annual return | 15.34% | 41.73%-26.4pp | 776.27%-760.9pp | 35.63%-20.3pp |
| Employer contribution / active EE | $1,674 | $2,343-28.5% | $2,914-42.5% | $2,756-39.2% |
| Participant deferral / active EE | $3,464 | $3,283+5.5% | $4,321-19.8% | $4,297-19.4% |
| Admin fee / account holder | $0 | $4,973-100.0% | $7,384-100.0% | $6,935-100.0% |