Filed February 26, 2025
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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 | $77,888 | $66,444+17.2% | $120,225-35.2% | $79,634-2.2% |
| Participation rate | 64.3% | 42.8%+21.6pp | 69.6%-5.2pp | 62.5%+1.9pp |
| Annual return | 20.25% | 53.37%-33.1pp | 439.23%-419.0pp | 36.46%-16.2pp |
| Employer contribution / active EE | $1,354 | $1,860-27.2% | $3,475-61.1% | $2,529-46.5% |
| Participant deferral / active EE | $4,077 | $2,798+45.7% | $3,999+1.9% | $3,835+6.3% |
| Admin fee / account holder | $14 | $1,295-99.0% | $5,696-99.8% | $1,002-98.6% |