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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).
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 | $16,075 | $47,977-66.5% | $154,108-89.6% | $56,289-71.4% |
| Participation rate | 45.2% | 66.2%-21.0pp | 83.0%-37.9pp | 69.9%-24.7pp |
| Annual return | 13.91% | 3.54%+10.4pp | 735.21%-721.3pp | -9.96%+23.9pp |
| Employer contribution / active EE | $534 | $2,169-75.4% | $5,298-89.9% | $2,111-74.7% |
| Participant deferral / active EE | $969 | $2,392-59.5% | $5,081-80.9% | $3,350-71.1% |
| Admin fee / account holder | $231 | $438-47.2% | $13,411-98.3% | $521-55.6% |