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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 | $98,122 | $99,957-1.8% | $149,730-34.5% | $73,493+33.5% |
| Participation rate | 56.2% | 75.7%-19.5pp | 82.5%-26.3pp | 70.7%-14.5pp |
| Annual return | 21.45% | 53.87%-32.4pp | 276.70%-255.2pp | 28.51%-7.1pp |
| Employer contribution / active EE | $1,534 | $3,191-51.9% | $4,645-67.0% | $2,270-32.4% |
| Participant deferral / active EE | $9,604 | $6,073+58.2% | $6,843+40.4% | $3,740+156.8% |
| Admin fee / account holder | $11 | $551-98.0% | $9,310-99.9% | $513-97.9% |