Filed August 14, 2021
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $46,163 | $37,196+24.1% | $154,111-70.0% | $55,725-17.2% |
| Participation rate | 28.1% | 64.1%-36.0pp | 83.0%-54.9pp | 70.9%-42.7pp |
| Annual return | 5.57% | 1319.68%-1314.1pp | 735.18%-729.6pp | 244.93%-239.4pp |
| Employer contribution / active EE | $454 | $1,614-71.9% | $5,298-91.4% | $2,078-78.2% |
| Participant deferral / active EE | $662 | $2,068-68.0% | $5,081-87.0% | $3,356-80.3% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |