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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 | $43,680 | $89,652-51.3% | $141,177-69.1% | $65,185-33.0% |
| Participation rate | 67.0% | 74.7%-7.7pp | 82.5%-15.4pp | 70.2%-3.2pp |
| Annual return | 21.70% | 32.79%-11.1pp | 71.40%-49.7pp | 29.38%-7.7pp |
| Employer contribution / active EE | $3,682 | $3,065+20.1% | $4,736-22.2% | $2,177+69.2% |
| Participant deferral / active EE | $4,697 | $5,691-17.5% | $6,710-30.0% | $3,514+33.7% |
| Admin fee / account holder | $243 | $569-57.3% | $10,263-97.6% | $847-71.4% |