Filed December 13, 2019
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $71,145 | $58,726+21.1% | $92,240-22.9% | $62,293+14.2% |
| Participation rate | 56.4% | 68.3%-12.0pp | 76.5%-20.1pp | 69.5%-13.2pp |
| Annual return | 21.30% | 43.62%-22.3pp | 176.29%-155.0pp | 28.90%-7.6pp |
| Employer contribution / active EE | $1,730 | $2,392-27.7% | $3,680-53.0% | $2,042-15.3% |
| Participant deferral / active EE | $3,633 | $2,766+31.4% | $3,897-6.8% | $3,169+14.6% |
| Admin fee / account holder | $24 | $556-95.6% | $5,194-99.5% | $479-94.9% |