Filed December 21, 2017 (most recent of 4 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,863 | $46,173-85.1% | $170,435-96.0% | $69,631-90.1% |
| Participation rate | 26.7% | 63.9%-37.2pp | 83.6%-56.9pp | 70.7%-44.0pp |
| Annual return | 0.00% | 21.62%-21.6pp | 205.94%-205.9pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $753 | $1,610-53.2% | $5,432-86.1% | $2,032-63.0% |
| Participant deferral / active EE | $980 | $2,080-52.9% | $4,939-80.2% | $3,224-69.6% |
| Admin fee / account holder | $37 | $116-68.5% | $13,881-99.7% | $110-66.9% |