Filed May 10, 2018
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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).
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 | $60,903 | $55,453+9.8% | $170,435-64.3% | $62,293-2.2% |
| Participation rate | 42.3% | 66.4%-24.1pp | 83.6%-41.3pp | 69.5%-27.2pp |
| Annual return | 14.89% | 21.38%-6.5pp | 205.94%-191.0pp | 28.90%-14.0pp |
| Employer contribution / active EE | $545 | $2,164-74.8% | $5,432-90.0% | $2,042-73.3% |
| Participant deferral / active EE | $1,756 | $2,303-23.7% | $4,939-64.4% | $3,169-44.6% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |