Filed February 12, 2019
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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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,446 | $67,823-16.8% | $155,602-63.7% | $99,187-43.1% |
| Participation rate | 52.3% | 67.5%-15.2pp | 78.2%-25.9pp | 71.7%-19.3pp |
| Annual return | 17.04% | 16.16%+0.9pp | 64.81%-47.8pp | 17.66%-0.6pp |
| Employer contribution / active EE | $803 | $2,280-64.8% | $4,675-82.8% | $3,262-75.4% |
| Participant deferral / active EE | $3,200 | $3,847-16.8% | $5,629-43.2% | $5,339-40.1% |
| Admin fee / account holder | $119 | $94+27.6% | $15,923-99.2% | $109+9.5% |