Filed May 19, 2015 (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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,533 | $91,680-53.6% | $67,524-37.0% | $77,692-45.3% |
| Participation rate | 67.3% | 76.0%-8.7pp | 72.9%-5.6pp | 70.6%-3.3pp |
| Annual return | 12.44% | 14.87%-2.4pp | 3519.41%-3507.0pp | 31.25%-18.8pp |
| Employer contribution / active EE | $211 | $3,186-93.4% | $2,734-92.3% | $2,726-92.2% |
| Participant deferral / active EE | $2,685 | $3,909-31.3% | $4,001-32.9% | $4,648-42.2% |
| Admin fee / account holder | $7 | $176-96.0% | $4,001-99.8% | $431-98.4% |