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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,231 | $41,854-77.9% | $73,836-87.5% | $52,331-82.4% |
| Participation rate | 99.2% | 66.2%+32.9pp | 73.4%+25.7pp | 68.1%+31.0pp |
| Annual return | 1.75% | 2.11%-0.4pp | 2268.06%-2266.3pp | 4.54%-2.8pp |
| Employer contribution / active EE | $713 | $1,920-62.9% | $2,787-74.4% | $1,882-62.1% |
| Participant deferral / active EE | $775 | $2,498-69.0% | $3,583-78.4% | $3,022-74.3% |
| Admin fee / account holder | $0 | $493-100.0% | $4,882-100.0% | $592-100.0% |