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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 | $51,857 | $112,772-54.0% | $57,356-9.6% | $59,188-12.4% |
| Participation rate | 51.9% | 71.3%-19.4pp | 75.1%-23.2pp | 69.4%-17.5pp |
| Annual return | 3.17% | 0.85%+2.3pp | 24.41%-21.2pp | 5.51%-2.3pp |
| Employer contribution / active EE | $1,463 | $3,400-57.0% | $2,689-45.6% | $2,098-30.3% |
| Participant deferral / active EE | $1,460 | $3,010-51.5% | $3,162-53.8% | $3,265-55.3% |
| Admin fee / account holder | $0 | $144-100.0% | $3,357-100.0% | $92-100.0% |