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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,391 | $51,223-32.9% | $82,763-58.4% | $66,949-48.6% |
| Participation rate | 60.5% | 67.9%-7.4pp | 72.6%-12.0pp | 69.8%-9.3pp |
| Annual return | -11.79% | -9.85%-1.9pp | 702.45%-714.2pp | 1.57%-13.4pp |
| Employer contribution / active EE | $1,296 | $2,611-50.4% | $3,008-56.9% | $2,545-49.1% |
| Participant deferral / active EE | $3,210 | $3,460-7.2% | $4,395-27.0% | $4,239-24.3% |
| Admin fee / account holder | $26 | $415-93.8% | $5,325-99.5% | $594-95.6% |