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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 | $63,745 | $83,090-23.3% | $130,062-51.0% | $71,529-10.9% |
| Participation rate | 51.1% | 74.1%-23.0pp | 78.5%-27.4pp | 67.9%-16.9pp |
| Annual return | 20.91% | 20.61%+0.3pp | -137.37%+158.3pp | 28.97%-8.1pp |
| Employer contribution / active EE | $2,151 | $2,624-18.0% | $4,322-50.2% | $2,590-17.0% |
| Participant deferral / active EE | $3,448 | $4,436-22.3% | $5,821-40.8% | $4,291-19.6% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,601-100.0% | $1,588-100.0% |