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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).
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 | $27,107 | $46,732-42.0% | $156,551-82.7% | $55,167-50.9% |
| Participation rate | 67.6% | 65.8%+1.8pp | 84.0%-16.4pp | 69.0%-1.4pp |
| Annual return | 9.47% | 17.72%-8.2pp | 32.23%-22.8pp | 169.23%-159.8pp |
| Employer contribution / active EE | $560 | $2,105-73.4% | $5,501-89.8% | $1,963-71.5% |
| Participant deferral / active EE | $2,422 | $2,204+9.9% | $4,871-50.3% | $3,054-20.7% |
| Admin fee / account holder | $5 | $418-98.8% | $13,028-100.0% | $504-99.0% |