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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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $119,632 | $59,535+100.9% | $90,161+32.7% | $62,293+92.0% |
| Participation rate | 64.4% | 73.0%-8.6pp | 76.9%-12.5pp | 69.5%-5.1pp |
| Annual return | 14.21% | 23.53%-9.3pp | 34.89%-20.7pp | 28.90%-14.7pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,997 | $4,639+29.3% | $5,287+13.4% | $3,169+89.2% |
| Admin fee / account holder | $169 | $337-49.9% | $5,943-97.2% | $479-64.8% |