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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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,694 | $28,416-55.3% | $73,550-82.7% | $69,631-81.8% |
| Participation rate | 29.9% | 38.3%-8.4pp | 54.9%-25.0pp | 70.7%-40.8pp |
| Annual return | 10.78% | -694.13%+704.9pp | -15.16%+25.9pp | 27571.02%-27560.2pp |
| Employer contribution / active EE | $115 | $430-73.2% | $1,219-90.5% | $2,032-94.3% |
| Participant deferral / active EE | $625 | $897-30.3% | $1,804-65.3% | $3,224-80.6% |
| Admin fee / account holder | $15 | $104-85.4% | $2,320-99.3% | $110-86.2% |