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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).
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 | $105,713 | $65,322+61.8% | $70,476+50.0% | $73,493+43.8% |
| Participation rate | 66.1% | 77.0%-10.8pp | 75.1%-9.0pp | 70.7%-4.6pp |
| Annual return | 15.32% | 15.71%-0.4pp | 109.12%-93.8pp | 28.51%-13.2pp |
| Employer contribution / active EE | $2,763 | $2,460+12.3% | $2,738+0.9% | $2,270+21.7% |
| Participant deferral / active EE | $2,556 | $3,375-24.3% | $3,710-31.1% | $3,740-31.7% |
| Admin fee / account holder | $52 | $214-75.7% | $3,847-98.6% | $513-89.9% |