Filed August 3, 2017 (most recent of 4 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $82,591-100.0% | $154,906-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 21.1%-21.1pp | 0.8%-0.8pp |
| Annual return | -2.08% | -0.60%-1.5pp | -0.22%-1.9pp | -0.60%-1.5pp |
| Employer contribution / active EE | $7,445 | $12,272-39.3% | $35,165-78.8% | $12,272-39.3% |
| Participant deferral / active EE | $0 | $416-100.0% | $80-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $4,675-100.0% | $717-100.0% |