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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,322 | $42,910+19.6% | $60,919-15.8% | $68,490-25.1% |
| Participation rate | 57.4% | 66.8%-9.3pp | 73.1%-15.7pp | 67.9%-10.4pp |
| Annual return | -12.00% | -13.99%+2.0pp | 16.96%-29.0pp | -7.85%-4.1pp |
| Employer contribution / active EE | $1,773 | $1,978-10.4% | $2,704-34.4% | $2,597-31.7% |
| Participant deferral / active EE | $1,773 | $2,866-38.1% | $3,814-53.5% | $4,028-56.0% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,228-100.0% | $5,403-100.0% |