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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,599 | $49,177-54.0% | $79,467-71.6% | $64,173-64.8% |
| Participation rate | 63.4% | 65.0%-1.6pp | 73.3%-9.9pp | 69.6%-6.2pp |
| Annual return | -4.79% | -1.16%-3.6pp | 718.30%-723.1pp | 7.63%-12.4pp |
| Employer contribution / active EE | $229 | $2,076-89.0% | $2,800-91.8% | $2,381-90.4% |
| Participant deferral / active EE | $1,828 | $2,821-35.2% | $3,704-50.7% | $3,470-47.3% |
| Admin fee / account holder | $28 | $3,839-99.3% | $5,104-99.5% | $4,887-99.4% |