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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 | $79,729 | $101,672-21.6% | $147,117-45.8% | $74,478+7.1% |
| Participation rate | 57.1% | 75.5%-18.4pp | 82.2%-25.0pp | 67.2%-10.1pp |
| Annual return | 11.54% | 8757.83%-8746.3pp | 420.54%-409.0pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $1,198 | $3,813-68.6% | $4,932-75.7% | $2,626-54.4% |
| Participant deferral / active EE | $4,108 | $7,305-43.8% | $8,065-49.1% | $4,350-5.6% |
| Admin fee / account holder | $49 | $1,753-97.2% | $12,993-99.6% | $1,946-97.5% |