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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,165 | $56,640-46.7% | $78,002-61.3% | $55,167-45.3% |
| Participation rate | 30.5% | 73.3%-42.9pp | 75.5%-45.1pp | 69.0%-38.5pp |
| Annual return | 8.21% | 2868.48%-2860.3pp | 425.99%-417.8pp | 169.23%-161.0pp |
| Employer contribution / active EE | $389 | $1,724-77.4% | $2,470-84.2% | $1,963-80.2% |
| Participant deferral / active EE | $754 | $2,778-72.8% | $3,497-78.4% | $3,054-75.3% |
| Admin fee / account holder | $0 | $467-100.0% | $5,481-100.0% | $504-100.0% |