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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,192 | $84,948-43.3% | $70,494-31.6% | $73,412-34.4% |
| Participation rate | 39.9% | 79.9%-40.1pp | 75.1%-35.2pp | 72.2%-32.3pp |
| Annual return | 12.89% | 13.39%-0.5pp | 109.16%-96.3pp | 59.30%-46.4pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,738-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,683 | $3,387-50.3% | $3,711-54.7% | $3,806-55.8% |
| Admin fee / account holder | $33 | $98-66.5% | $3,848-99.1% | $158-79.2% |