Filed May 9, 2025 (most recent of 23 filings on file)
Total covered: 33 employees
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,401 | $57,921-85.5% | $84,753-90.1% | $57,658-85.4% |
| Participation rate | 79.7% | 72.9%+6.8pp | 76.6%+3.1pp | 70.2%+9.5pp |
| Annual return | 21.30% | 10.24%+11.1pp | 22.78%-1.5pp | 5.13%+16.2pp |
| Employer contribution / active EE | $590 | $2,598-77.3% | $3,574-83.5% | $1,974-70.1% |
| Participant deferral / active EE | $3,350 | $2,742+22.2% | $3,712-9.7% | $3,061+9.5% |
| Admin fee / account holder | $9 | $130-93.0% | $5,333-99.8% | $95-90.3% |