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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $685,262 | $57,976+1082.0% | $63,018+987.4% | $62,293+1000.1% |
| Participation rate | 0.0% | 75.9%-75.9pp | 74.8%-74.8pp | 69.5%-69.5pp |
| Annual return | 11.04% | 17.54%-6.5pp | 87.62%-76.6pp | 28.90%-17.9pp |
| Employer contribution / active EE | $974 | $2,415-59.7% | $2,761-64.7% | $2,042-52.3% |
| Participant deferral / active EE | $1,391 | $2,956-52.9% | $3,330-58.2% | $3,169-56.1% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |