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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $29,661 | $41,854-29.1% | $73,836-59.8% | $52,331-43.3% |
| Participation rate | 53.1% | 66.2%-13.1pp | 73.4%-20.3pp | 68.1%-15.0pp |
| Annual return | -0.61% | 2.11%-2.7pp | 2268.06%-2268.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $1,509 | $1,920-21.4% | $2,787-45.9% | $1,882-19.8% |
| Participant deferral / active EE | $226 | $2,498-90.9% | $3,583-93.7% | $3,022-92.5% |
| Admin fee / account holder | $59 | $493-88.1% | $4,882-98.8% | $592-90.1% |