Filed June 1, 2015 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,181 | $37,117-72.6% | $147,617-93.1% | $55,191-81.6% |
| Participation rate | 61.7% | 63.6%-1.9pp | 84.6%-22.9pp | 69.2%-7.4pp |
| Annual return | 1.40% | 3.44%-2.0pp | 61.98%-60.6pp | 10.78%-9.4pp |
| Employer contribution / active EE | $1,503 | $1,620-7.3% | $5,564-73.0% | $1,899-20.8% |
| Participant deferral / active EE | $528 | $1,985-73.4% | $4,895-89.2% | $3,046-82.7% |
| Admin fee / account holder | $127 | $86+49.0% | $11,612-98.9% | $91+40.4% |