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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 | $57,272 | $42,548+34.6% | $74,552-23.2% | $56,287+1.8% |
| Participation rate | 56.7% | 60.5%-3.8pp | 69.1%-12.4pp | 69.9%-13.1pp |
| Annual return | 155.82% | 12.40%+143.4pp | 32.53%+123.3pp | -9.96%+165.8pp |
| Employer contribution / active EE | $860 | $855+0.6% | $1,961-56.1% | $2,111-59.2% |
| Participant deferral / active EE | $3,030 | $2,277+33.1% | $3,108-2.5% | $3,350-9.5% |
| Admin fee / account holder | $18 | $467-96.1% | $5,060-99.6% | $521-96.5% |