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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,343 | $52,346-22.9% | $143,801-71.9% | $78,104-48.3% |
| Participation rate | 53.1% | 72.7%-19.6pp | 80.3%-27.2pp | 74.5%-21.4pp |
| Annual return | -16.41% | -14.19%-2.2pp | -0.04%-16.4pp | 10.90%-27.3pp |
| Employer contribution / active EE | $832 | $2,131-61.0% | $4,952-83.2% | $3,128-73.4% |
| Participant deferral / active EE | $3,255 | $3,800-14.3% | $5,639-42.3% | $5,089-36.0% |
| Admin fee / account holder | $153 | $63+141.5% | $14,680-99.0% | $79+94.0% |