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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $4,881,575-100.0% | $15,385-100.0% | $4,881,575-100.0% |
| Participation rate | 0.0% | 30.4%-30.4pp | 50.0%-50.0pp | 30.4%-30.4pp |
| Annual return | 0.00% | -0.45%+0.4pp | 37.77%-37.8pp | -0.45%+0.4pp |
| Employer contribution / active EE | $1,187 | $4,120-71.2% | $3,897-69.5% | $4,120-71.2% |
| Participant deferral / active EE | $0 | $859-100.0% | $0 | $859-100.0% |
| Admin fee / account holder | $0 | $31,126-100.0% | $0 | $31,126-100.0% |