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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 | $32,110 | $41,281-22.2% | $109,313-70.6% | $57,658-44.3% |
| Participation rate | 42.8% | 59.3%-16.5pp | 71.3%-28.4pp | 70.2%-27.4pp |
| Annual return | 5.31% | 8.97%-3.7pp | 22.07%-16.8pp | 5.13%+0.2pp |
| Employer contribution / active EE | $0 | $1,201-100.0% | $3,892-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $839 | $2,223-62.2% | $3,166-73.5% | $3,061-72.6% |
| Admin fee / account holder | $14 | $75-81.3% | $5,666-99.8% | $95-85.1% |