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 | $58,121+34.0% | $130,788-40.4% | $64,728+20.3% |
| Participation rate | 64.3% | 34.7%+29.6pp | 70.1%-5.8pp | 57.9%+6.4pp |
| Annual return | 20.25% | 102.13%-81.9pp | 386.44%-366.2pp | 49.38%-29.1pp |
| Employer contribution / active EE | $1,354 | $1,281+5.7% | $3,558-62.0% | $2,243-39.6% |
| Participant deferral / active EE | $4,077 | $2,137+90.7% | $4,137-1.5% | $2,729+49.4% |
| Admin fee / account holder | $14 | $1,703-99.2% | $6,673-99.8% | $1,145-98.8% |