Filed October 28, 2016
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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 | $48,525 | $57,976-16.3% | $63,018-23.0% | $62,293-22.1% |
| Participation rate | 65.2% | 75.9%-10.8pp | 74.8%-9.7pp | 69.5%-4.4pp |
| Annual return | 14.52% | 17.54%-3.0pp | 87.62%-73.1pp | 28.90%-14.4pp |
| Employer contribution / active EE | $1,804 | $2,415-25.3% | $2,761-34.7% | $2,042-11.7% |
| Participant deferral / active EE | $1,734 | $2,956-41.3% | $3,330-47.9% | $3,169-45.3% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |