Filed September 6, 2023
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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 | $49,697 | $47,977+3.6% | $154,111-67.8% | $56,287-11.7% |
| Participation rate | 36.8% | 66.2%-29.4pp | 83.0%-46.3pp | 69.9%-33.1pp |
| Annual return | -2.27% | 3.54%-5.8pp | 735.18%-737.5pp | -9.96%+7.7pp |
| Employer contribution / active EE | $309 | $2,169-85.8% | $5,298-94.2% | $2,111-85.4% |
| Participant deferral / active EE | $1,884 | $2,392-21.2% | $5,081-62.9% | $3,350-43.8% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |