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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 | $4,542 | $47,456-90.4% | $172,753-97.4% | $77,775-94.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 24.99% | 35.57%-10.6pp | 803.00%-778.0pp | 32.58%-7.6pp |
| Employer contribution / active EE | $244 | $1,574-84.5% | $5,144-95.3% | $2,504-90.2% |
| Participant deferral / active EE | $677 | $2,560-73.6% | $5,198-87.0% | $3,966-82.9% |
| Admin fee / account holder | $0 | $81-100.0% | $13,956-100.0% | $100-100.0% |