Filed July 15, 2025 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $34,635 | $35,485-2.4% | $74,552-53.5% | $55,725-37.8% |
| Participation rate | 13.2% | 62.5%-49.3pp | 69.1%-56.0pp | 70.9%-57.7pp |
| Annual return | -2.64% | 0.72%-3.4pp | 32.53%-35.2pp | 244.93%-247.6pp |
| Employer contribution / active EE | $495 | $777-36.3% | $1,961-74.7% | $2,078-76.2% |
| Participant deferral / active EE | $881 | $2,181-59.6% | $3,108-71.7% | $3,356-73.8% |
| Admin fee / account holder | $0 | $114-100.0% | $5,060-100.0% | $115-100.0% |