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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 | $14,619 | $55,453-73.6% | $170,435-91.4% | $62,293-76.5% |
| Participation rate | 47.5% | 66.4%-18.9pp | 83.6%-36.1pp | 69.5%-22.0pp |
| Annual return | 14.08% | 21.38%-7.3pp | 205.94%-191.9pp | 28.90%-14.8pp |
| Employer contribution / active EE | $535 | $2,164-75.3% | $5,432-90.2% | $2,042-73.8% |
| Participant deferral / active EE | $801 | $2,303-65.2% | $4,939-83.8% | $3,169-74.7% |
| Admin fee / account holder | $228 | $455-49.9% | $13,881-98.4% | $479-52.4% |