Filed July 3, 2024 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,015 | $49,239-47.2% | $70,462-63.1% | $79,858-67.4% |
| Participation rate | 53.1% | 69.2%-16.1pp | 75.1%-22.0pp | 69.6%-16.6pp |
| Annual return | 5.19% | 30.08%-24.9pp | 109.08%-103.9pp | 31.72%-26.5pp |
| Employer contribution / active EE | $562 | $2,100-73.2% | $2,737-79.5% | $2,471-77.2% |
| Participant deferral / active EE | $2,642 | $2,769-4.6% | $3,710-28.8% | $3,740-29.4% |
| Admin fee / account holder | $14 | $2,876-99.5% | $3,845-99.6% | $5,306-99.7% |