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 | $49,227 | $59,312-17.0% | $149,740-67.1% | $103,657-52.5% |
| Participation rate | 51.2% | 70.3%-19.1pp | 78.8%-27.6pp | 73.4%-22.2pp |
| Annual return | 21.20% | 78.03%-56.8pp | 134.51%-113.3pp | 33.13%-11.9pp |
| Employer contribution / active EE | $839 | $2,187-61.6% | $4,821-82.6% | $3,216-73.9% |
| Participant deferral / active EE | $3,121 | $3,719-16.1% | $5,683-45.1% | $5,218-40.2% |
| Admin fee / account holder | $120 | $103+17.3% | $13,222-99.1% | $114+5.5% |