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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,476 | $37,044-23.1% | $71,796-60.3% | $57,658-50.6% |
| Participation rate | 49.3% | 61.1%-11.8pp | 69.1%-19.8pp | 70.2%-20.9pp |
| Annual return | -2.95% | 12.64%-15.6pp | 78.04%-81.0pp | 5.13%-8.1pp |
| Employer contribution / active EE | $174 | $720-75.9% | $1,924-91.0% | $1,974-91.2% |
| Participant deferral / active EE | $1,801 | $1,974-8.8% | $2,794-35.6% | $3,061-41.2% |
| Admin fee / account holder | $91 | $101-9.7% | $4,815-98.1% | $95-3.6% |