Filed May 10, 2018
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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 | $59,958 | $47,977+25.0% | $154,108-61.1% | $56,289+6.5% |
| Participation rate | 39.8% | 66.2%-26.4pp | 83.0%-43.3pp | 69.9%-30.1pp |
| Annual return | -5.56% | 3.54%-9.1pp | 735.21%-740.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $522 | $2,169-75.9% | $5,298-90.2% | $2,111-75.3% |
| Participant deferral / active EE | $1,803 | $2,392-24.6% | $5,081-64.5% | $3,350-46.2% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |