Filed June 10, 2015
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,958 | $52,467-14.3% | $57,196-21.4% | $55,167-18.5% |
| Participation rate | 61.7% | 75.8%-14.1pp | 75.3%-13.6pp | 69.0%-7.3pp |
| Annual return | 4.91% | 7.72%-2.8pp | 14.59%-9.7pp | 169.23%-164.3pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,310 | $2,830-18.4% | $3,096-25.4% | $3,054-24.4% |
| Admin fee / account holder | $2 | $269-99.2% | $3,141-99.9% | $504-99.6% |