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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,221 | $74,552+15.7% | $63,018+36.8% | $69,631+23.8% |
| Participation rate | 65.4% | 78.3%-12.8pp | 74.8%-9.4pp | 70.7%-5.2pp |
| Annual return | 15.19% | 15.77%-0.6pp | 87.62%-72.4pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $4,713 | $2,929+60.9% | $2,761+70.7% | $2,032+131.9% |
| Participant deferral / active EE | $5,078 | $2,974+70.7% | $3,330+52.5% | $3,224+57.5% |
| Admin fee / account holder | $0 | $59-100.0% | $3,601-100.0% | $110-100.0% |