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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 | $55,472-42.1% | $155,567-79.3% | $74,546-56.9% |
| Participation rate | 57.1% | 61.9%-4.8pp | 78.2%-21.1pp | 67.2%-10.1pp |
| Annual return | 12.09% | 268.72%-256.6pp | 64.74%-52.6pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $529 | $2,269-76.7% | $4,674-88.7% | $2,624-79.9% |
| Participant deferral / active EE | $2,515 | $2,838-11.4% | $5,628-55.3% | $4,347-42.2% |
| Admin fee / account holder | $12 | $1,743-99.3% | $15,916-99.9% | $1,944-99.4% |