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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 | $46,595 | $60,795-23.4% | $69,464-32.9% | $65,185-28.5% |
| Participation rate | 57.0% | 74.9%-17.9pp | 74.6%-17.7pp | 70.2%-13.2pp |
| Annual return | 5.99% | 17.46%-11.5pp | 28.98%-23.0pp | 29.38%-23.4pp |
| Employer contribution / active EE | $1,491 | $2,452-39.2% | $2,779-46.4% | $2,177-31.5% |
| Participant deferral / active EE | $1,492 | $3,162-52.8% | $3,536-57.8% | $3,514-57.5% |
| Admin fee / account holder | $0 | $314-100.0% | $3,840-100.0% | $847-100.0% |