Filed March 4, 2025 (most recent of 2 filings on file)
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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 | $78,550 | $60,989+28.8% | $60,919+28.9% | $66,949+17.3% |
| Participation rate | 32.2% | 74.5%-42.3pp | 73.1%-40.9pp | 69.8%-37.7pp |
| Annual return | -14.94% | -9.60%-5.3pp | 16.96%-31.9pp | 1.57%-16.5pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,704-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,786 | $3,615-22.9% | $3,814-27.0% | $4,239-34.3% |
| Admin fee / account holder | $15 | $338-95.4% | $3,228-99.5% | $594-97.4% |