Filed April 29, 2019
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $104,336-100.0% | $159,455-100.0% | $86,813-100.0% |
| Participation rate | 0.0% | 77.7%-77.7pp | 82.8%-82.8pp | 72.3%-72.3pp |
| Annual return | 0.23% | 26.32%-26.1pp | 263.63%-263.4pp | 97.93%-97.7pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,830-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,800-100.0% | $170-100.0% |