Filed February 20, 2025
Total covered: 4 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,272 | $33,745-37.0% | $64,105-66.8% | $55,191-61.5% |
| Participation rate | 42.7% | 59.4%-16.6pp | 68.2%-25.4pp | 69.2%-26.4pp |
| Annual return | -2.37% | 4.95%-7.3pp | 791.24%-793.6pp | 10.78%-13.1pp |
| Employer contribution / active EE | $5 | $641-99.3% | $1,820-99.7% | $1,899-99.8% |
| Participant deferral / active EE | $1,307 | $1,929-32.3% | $2,822-53.7% | $3,046-57.1% |
| Admin fee / account holder | $57 | $94-39.2% | $4,499-98.7% | $91-36.8% |