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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,450 | $50,898-12.7% | $171,082-74.0% | $55,167-19.4% |
| Participation rate | 54.2% | 63.3%-9.0pp | 76.7%-22.5pp | 69.0%-14.8pp |
| Annual return | 7.96% | 15.34%-7.4pp | 32.56%-24.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,552 | $2,994-14.8% | $4,797-46.8% | $3,054-16.4% |
| Admin fee / account holder | $32 | $500-93.6% | $8,520-99.6% | $504-93.6% |