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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,746 | $58,655-71.4% | $91,994-81.8% | $65,185-74.3% |
| Participation rate | 70.3% | 75.3%-5.0pp | 78.6%-8.3pp | 70.2%+0.1pp |
| Annual return | 63.80% | 33.92%+29.9pp | 69.03%-5.2pp | 29.38%+34.4pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,452-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,609 | $5,474-15.8% | $5,923-22.2% | $3,514+31.2% |
| Admin fee / account holder | $24 | $434-94.5% | $7,743-99.7% | $847-97.2% |