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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,769 | $25,165+185.2% | $73,550-2.4% | $77,958-7.9% |
| Participation rate | 59.6% | 36.6%+23.0pp | 54.9%+4.7pp | 71.6%-12.1pp |
| Annual return | 20.01% | 18.12%+1.9pp | -15.16%+35.2pp | 20.87%-0.9pp |
| Employer contribution / active EE | $1,192 | $395+201.5% | $1,219-2.2% | $2,310-48.4% |
| Participant deferral / active EE | $2,630 | $898+193.0% | $1,804+45.8% | $3,537-25.6% |
| Admin fee / account holder | $50 | $76-34.0% | $2,320-97.8% | $97-48.7% |