Filed September 2, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,674 | $37,196-71.3% | $154,108-93.1% | $55,725-80.8% |
| Participation rate | 53.8% | 64.1%-10.3pp | 83.0%-29.2pp | 70.9%-17.0pp |
| Annual return | -4.77% | 1319.68%-1324.4pp | 735.21%-740.0pp | 244.93%-249.7pp |
| Employer contribution / active EE | $664 | $1,614-58.8% | $5,298-87.5% | $2,078-68.0% |
| Participant deferral / active EE | $686 | $2,068-66.8% | $5,081-86.5% | $3,356-79.6% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |