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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 | $4,656 | $46,360-90.0% | $147,617-96.8% | $52,331-91.1% |
| Participation rate | 97.1% | 64.9%+32.2pp | 84.6%+12.5pp | 68.1%+29.0pp |
| Annual return | 0.16% | 1.62%-1.5pp | 61.98%-61.8pp | 4.54%-4.4pp |
| Employer contribution / active EE | $528 | $2,126-75.2% | $5,564-90.5% | $1,882-71.9% |
| Participant deferral / active EE | $1,076 | $2,258-52.3% | $4,895-78.0% | $3,022-64.4% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |