Filed January 16, 2025
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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 | $74,659 | $73,848+1.1% | $143,799-48.1% | $68,486+9.0% |
| Participation rate | 69.0% | 66.7%+2.3pp | 80.3%-11.4pp | 67.9%+1.1pp |
| Annual return | -16.37% | 0.91%-17.3pp | -0.04%-16.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $1,132 | $3,184-64.5% | $4,952-77.1% | $2,597-56.4% |
| Participant deferral / active EE | $4,125 | $3,385+21.9% | $5,638-26.8% | $4,028+2.4% |
| Admin fee / account holder | $79 | $5,755-98.6% | $14,677-99.5% | $5,404-98.5% |