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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,046 | $72,269-54.3% | $101,271-67.4% | $79,852-58.6% |
| Participation rate | 34.2% | 68.5%-34.3pp | 75.8%-41.6pp | 69.6%-35.5pp |
| Annual return | 4.74% | 22.29%-17.6pp | 46.48%-41.7pp | 31.72%-27.0pp |
| Employer contribution / active EE | $633 | $2,692-76.5% | $3,660-82.7% | $2,471-74.4% |
| Participant deferral / active EE | $1,536 | $3,282-53.2% | $4,371-64.9% | $3,740-58.9% |
| Admin fee / account holder | $15 | $4,401-99.7% | $5,948-99.8% | $5,306-99.7% |