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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $25,960 | $29,369-11.6% | $77,552-66.5% | $73,412-64.6% |
| Participation rate | 25.4% | 37.9%-12.6pp | 54.2%-28.8pp | 72.2%-46.8pp |
| Annual return | 5.60% | 358.15%-352.5pp | 54.82%-49.2pp | 59.30%-53.7pp |
| Employer contribution / active EE | $121 | $406-70.1% | $987-87.7% | $2,234-94.6% |
| Participant deferral / active EE | $1,256 | $941+33.5% | $1,861-32.5% | $3,806-67.0% |
| Admin fee / account holder | $12 | $123-90.6% | $2,859-99.6% | $158-92.7% |