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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,017 | $34,634-59.5% | $77,100-81.8% | $64,824-78.4% |
| Participation rate | 28.3% | 49.8%-21.6pp | 67.9%-39.7pp | 71.5%-43.2pp |
| Annual return | 26.78% | -5.31%+32.1pp | 42.35%-15.6pp | 32.84%-6.1pp |
| Employer contribution / active EE | $566 | $1,385-59.1% | $2,815-79.9% | $2,507-77.4% |
| Participant deferral / active EE | $1,072 | $2,553-58.0% | $4,430-75.8% | $4,311-75.1% |
| Admin fee / account holder | $7 | $178-96.2% | $5,443-99.9% | $188-96.4% |