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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 | $136,385 | $65,322+108.8% | $70,462+93.6% | $73,493+85.6% |
| Participation rate | 0.0% | 77.0%-77.0pp | 75.1%-75.1pp | 70.7%-70.7pp |
| Annual return | 15.09% | 15.71%-0.6pp | 109.08%-94.0pp | 28.51%-13.4pp |
| Employer contribution / active EE | $6,770 | $2,460+175.3% | $2,737+147.3% | $2,270+198.2% |
| Participant deferral / active EE | $6,468 | $3,375+91.6% | $3,710+74.3% | $3,740+72.9% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |