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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 | $8,510 | $43,423-80.4% | $78,676-89.2% | $55,167-84.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 5.54% | 11.53%-6.0pp | 62.19%-56.6pp | 169.23%-163.7pp |
| Employer contribution / active EE | $666 | $1,997-66.6% | $2,850-76.6% | $1,963-66.0% |
| Participant deferral / active EE | $879 | $2,509-64.9% | $3,517-75.0% | $3,054-71.2% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |