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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 | $41,118 | $51,620-20.3% | $90,324-54.5% | $65,186-36.9% |
| Participation rate | 57.4% | 68.6%-11.2pp | 73.3%-15.9pp | 70.2%-12.8pp |
| Annual return | 15.94% | 24.94%-9.0pp | 78.15%-62.2pp | 29.39%-13.4pp |
| Employer contribution / active EE | $997 | $2,235-55.4% | $2,856-65.1% | $2,177-54.2% |
| Participant deferral / active EE | $2,275 | $2,871-20.8% | $3,885-41.5% | $3,514-35.3% |
| Admin fee / account holder | $24 | $384-93.8% | $5,356-99.6% | $847-97.2% |