Filed March 3, 2022
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,150 | $59,402+11.4% | $93,654-29.4% | $74,546-11.3% |
| Participation rate | 50.4% | 59.7%-9.3pp | 68.7%-18.3pp | 67.2%-16.8pp |
| Annual return | 15.43% | 81.86%-66.4pp | 133.34%-117.9pp | 1366.03%-1350.6pp |
| Employer contribution / active EE | $608 | $1,265-51.9% | $2,421-74.9% | $2,624-76.8% |
| Participant deferral / active EE | $3,042 | $3,049-0.2% | $4,413-31.1% | $4,347-30.0% |
| Admin fee / account holder | $93 | $3,023-96.9% | $8,282-98.9% | $1,944-95.2% |