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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 | $71,620 | $37,117+93.0% | $147,617-51.5% | $55,191+29.8% |
| Participation rate | 50.1% | 63.6%-13.5pp | 84.6%-34.5pp | 69.2%-19.0pp |
| Annual return | 4.81% | 3.44%+1.4pp | 61.98%-57.2pp | 10.78%-6.0pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,662 | $1,985+84.4% | $4,895-25.2% | $3,046+20.2% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |