Filed February 11, 2021
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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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,080 | $46,297-2.6% | $71,671-37.1% | $62,293-27.6% |
| Participation rate | 29.6% | 60.6%-31.1pp | 68.7%-39.2pp | 69.5%-40.0pp |
| Annual return | 16.32% | 22.32%-6.0pp | 20.65%-4.3pp | 28.90%-12.6pp |
| Employer contribution / active EE | $67 | $1,412-95.2% | $2,460-97.3% | $2,042-96.7% |
| Participant deferral / active EE | $871 | $2,235-61.0% | $3,438-74.7% | $3,169-72.5% |
| Admin fee / account holder | $3 | $461-99.3% | $5,558-99.9% | $479-99.3% |