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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 | $36,630 | $57,976-36.8% | $63,018-41.9% | $62,293-41.2% |
| Participation rate | 39.9% | 75.9%-36.0pp | 74.8%-34.9pp | 69.5%-29.6pp |
| Annual return | 25.97% | 17.54%+8.4pp | 87.62%-61.6pp | 28.90%-2.9pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,575 | $2,956-46.7% | $3,330-52.7% | $3,169-50.3% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |