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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,162 | $88,137-21.5% | $164,975-58.1% | $74,429-7.1% |
| Participation rate | 56.5% | 73.1%-16.7pp | 78.6%-22.2pp | 67.2%-10.8pp |
| Annual return | 16.63% | 17.13%-0.5pp | 70.12%-53.5pp | 1368.38%-1351.7pp |
| Employer contribution / active EE | $2,107 | $2,597-18.9% | $4,343-51.5% | $2,625-19.7% |
| Participant deferral / active EE | $3,468 | $4,501-22.9% | $6,033-42.5% | $4,348-20.2% |
| Admin fee / account holder | $0 | $2,231-100.0% | $12,688-100.0% | $1,944-100.0% |