Filed February 15, 2022
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,660 | $58,888-29.3% | $178,499-76.7% | $73,493-43.3% |
| Participation rate | 50.4% | 66.2%-15.8pp | 81.9%-31.5pp | 70.7%-20.3pp |
| Annual return | 15.73% | 24.86%-9.1pp | 151.10%-135.4pp | 28.51%-12.8pp |
| Employer contribution / active EE | $728 | $2,236-67.4% | $5,011-85.5% | $2,270-67.9% |
| Participant deferral / active EE | $1,514 | $2,568-41.0% | $5,202-70.9% | $3,740-59.5% |
| Admin fee / account holder | $14 | $400-96.5% | $13,986-99.9% | $513-97.3% |