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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,135 | $55,446-42.0% | $155,574-79.3% | $74,429-56.8% |
| Participation rate | 57.1% | 61.9%-4.8pp | 78.2%-21.1pp | 67.2%-10.1pp |
| Annual return | 12.09% | 269.20%-257.1pp | 64.87%-52.8pp | 1368.38%-1356.3pp |
| Employer contribution / active EE | $529 | $2,266-76.7% | $4,676-88.7% | $2,625-79.9% |
| Participant deferral / active EE | $2,515 | $2,836-11.3% | $5,629-55.3% | $4,348-42.2% |
| Admin fee / account holder | $12 | $1,743-99.3% | $15,914-99.9% | $1,944-99.4% |