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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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,987 | $66,004-50.0% | $81,820-59.7% | $77,714-57.6% |
| Participation rate | 26.9% | 65.8%-38.9pp | 72.4%-45.4pp | 70.6%-43.6pp |
| Annual return | 12.26% | 26.65%-14.4pp | 777.93%-765.7pp | 31.26%-19.0pp |
| Employer contribution / active EE | $900 | $2,375-62.1% | $2,915-69.1% | $2,727-67.0% |
| Participant deferral / active EE | $1,287 | $3,508-63.3% | $4,323-70.2% | $4,649-72.3% |
| Admin fee / account holder | $173 | $527-67.2% | $7,391-97.7% | $433-60.2% |