Filed May 1, 2019
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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 | $19,424 | $32,865-40.9% | $75,826-74.4% | $56,287-65.5% |
| Participation rate | 27.6% | 53.0%-25.4pp | 68.2%-40.6pp | 69.9%-42.2pp |
| Annual return | 3.55% | -5.01%+8.6pp | 1914.15%-1910.6pp | -9.96%+13.5pp |
| Employer contribution / active EE | $916 | $891+2.8% | $1,913-52.1% | $2,111-56.6% |
| Participant deferral / active EE | $1,386 | $1,683-17.7% | $2,862-51.6% | $3,350-58.6% |
| Admin fee / account holder | $0 | $185-100.0% | $4,726-100.0% | $521-100.0% |