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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 | $26,573 | $46,360-42.7% | $147,617-82.0% | $52,331-49.2% |
| Participation rate | 46.4% | 64.9%-18.5pp | 84.6%-38.2pp | 68.1%-21.7pp |
| Annual return | -0.45% | 1.62%-2.1pp | 61.98%-62.4pp | 4.54%-5.0pp |
| Employer contribution / active EE | $513 | $2,126-75.9% | $5,564-90.8% | $1,882-72.7% |
| Participant deferral / active EE | $776 | $2,258-65.6% | $4,895-84.2% | $3,022-74.3% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |