Filed March 29, 2019 (most recent of 2 filings on file)
Total covered: 4 employees
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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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,897 | $36,916-81.3% | $156,551-95.6% | $57,658-88.0% |
| Participation rate | 24.4% | 63.4%-39.1pp | 84.0%-59.7pp | 70.2%-45.9pp |
| Annual return | -0.32% | 12.38%-12.7pp | 32.23%-32.6pp | 5.13%-5.5pp |
| Employer contribution / active EE | $234 | $1,571-85.1% | $5,501-95.8% | $1,974-88.2% |
| Participant deferral / active EE | $649 | $1,926-66.3% | $4,871-86.7% | $3,061-78.8% |
| Admin fee / account holder | $3 | $82-96.7% | $13,028-100.0% | $95-97.2% |