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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,453 | $65,125-60.9% | $143,797-82.3% | $66,949-62.0% |
| Participation rate | 32.7% | 65.2%-32.5pp | 80.3%-47.6pp | 69.8%-37.1pp |
| Annual return | -0.15% | -11.13%+11.0pp | -0.04%-0.1pp | 1.57%-1.7pp |
| Employer contribution / active EE | $1,014 | $2,362-57.1% | $4,952-79.5% | $2,545-60.2% |
| Participant deferral / active EE | $1,707 | $2,920-41.6% | $5,638-69.7% | $4,239-59.7% |
| Admin fee / account holder | $0 | $503-100.0% | $14,679-100.0% | $594-100.0% |