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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,520 | $64,286-41.6% | $90,970-58.8% | $73,412-48.9% |
| Participation rate | 63.4% | 63.6%-0.2pp | 69.0%-5.7pp | 72.2%-8.8pp |
| Annual return | 6.61% | 21.46%-14.8pp | 134.60%-128.0pp | 59.30%-52.7pp |
| Employer contribution / active EE | $416 | $895-53.5% | $2,122-80.4% | $2,234-81.4% |
| Participant deferral / active EE | $2,792 | $2,453+13.8% | $3,373-17.2% | $3,806-26.6% |
| Admin fee / account holder | $22 | $287-92.5% | $5,961-99.6% | $158-86.4% |