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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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,379 | $46,732-58.5% | $156,551-87.6% | $55,167-64.9% |
| Participation rate | 32.6% | 65.8%-33.2pp | 84.0%-51.4pp | 69.0%-36.4pp |
| Annual return | 5.64% | 17.72%-12.1pp | 32.23%-26.6pp | 169.23%-163.6pp |
| Employer contribution / active EE | $427 | $2,105-79.7% | $5,501-92.2% | $1,963-78.3% |
| Participant deferral / active EE | $943 | $2,204-57.2% | $4,871-80.6% | $3,054-69.1% |
| Admin fee / account holder | $52 | $418-87.6% | $13,028-99.6% | $504-89.7% |