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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,401 | $26,137-14.3% | $58,561-61.7% | $74,460-69.9% |
| Participation rate | 22.2% | 32.2%-10.0pp | 50.9%-28.7pp | 70.7%-48.6pp |
| Annual return | 10.65% | 32.53%-21.9pp | 4251.33%-4240.7pp | 34.38%-23.7pp |
| Employer contribution / active EE | $155 | $537-71.1% | $1,053-85.3% | $2,638-94.1% |
| Participant deferral / active EE | $806 | $1,076-25.1% | $1,923-58.1% | $4,530-82.2% |
| Admin fee / account holder | $18 | $648-97.2% | $2,520-99.3% | $348-94.9% |