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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,292 | $49,239-24.3% | $70,462-47.1% | $79,858-53.3% |
| Participation rate | 29.9% | 69.2%-39.3pp | 75.1%-45.2pp | 69.6%-39.8pp |
| Annual return | 16.97% | 30.08%-13.1pp | 109.08%-92.1pp | 31.72%-14.7pp |
| Employer contribution / active EE | $1,810 | $2,100-13.8% | $2,737-33.9% | $2,471-26.7% |
| Participant deferral / active EE | $3,258 | $2,769+17.6% | $3,710-12.2% | $3,740-12.9% |
| Admin fee / account holder | $0 | $2,876-100.0% | $3,845-100.0% | $5,306-100.0% |