Filed January 19, 2021
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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.
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 | $18,204 | $37,117-51.0% | $147,617-87.7% | $55,191-67.0% |
| Participation rate | 14.4% | 63.6%-49.2pp | 84.6%-70.2pp | 69.2%-54.7pp |
| Annual return | -1.20% | 3.44%-4.6pp | 61.98%-63.2pp | 10.78%-12.0pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $478 | $1,985-75.9% | $4,895-90.2% | $3,046-84.3% |
| Admin fee / account holder | $5 | $86-93.9% | $11,612-100.0% | $91-94.2% |