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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,143 | $50,150-53.9% | $149,723-84.5% | $80,169-71.1% |
| Participation rate | 11.5% | 64.3%-52.8pp | 78.8%-67.3pp | 72.9%-61.4pp |
| Annual return | 14.86% | 29.80%-14.9pp | 134.50%-119.6pp | 40.39%-25.5pp |
| Employer contribution / active EE | $682 | $1,868-63.5% | $4,821-85.9% | $2,978-77.1% |
| Participant deferral / active EE | $1,688 | $3,195-47.2% | $5,682-70.3% | $5,016-66.3% |
| Admin fee / account holder | $7 | $153-95.6% | $13,215-99.9% | $145-95.4% |