Filed January 29, 2024
Total covered: 32 employees
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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 | $31,415 | $56,540-44.4% | $185,849-83.1% | $86,821-63.8% |
| Participation rate | 54.6% | 65.5%-10.9pp | 81.7%-27.1pp | 72.3%-17.7pp |
| Annual return | 14.59% | 118.20%-103.6pp | 122.10%-107.5pp | 97.94%-83.3pp |
| Employer contribution / active EE | $707 | $1,844-61.7% | $5,169-86.3% | $2,406-70.6% |
| Participant deferral / active EE | $1,298 | $2,555-49.2% | $5,569-76.7% | $4,132-68.6% |
| Admin fee / account holder | $6 | $150-96.2% | $16,244-100.0% | $170-96.6% |