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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 | $31,185 | $58,888-47.0% | $178,498-82.5% | $73,493-57.6% |
| Participation rate | 60.2% | 66.2%-6.1pp | 81.9%-21.8pp | 70.7%-10.5pp |
| Annual return | 14.71% | 24.86%-10.2pp | 151.09%-136.4pp | 28.51%-13.8pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,001 | $2,568-61.0% | $5,202-80.8% | $3,740-73.2% |
| Admin fee / account holder | $117 | $400-70.7% | $13,985-99.2% | $513-77.2% |