Filed January 6, 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,313 | $48,064-41.1% | $78,778-64.1% | $69,631-59.3% |
| Participation rate | 54.7% | 61.6%-6.9pp | 69.2%-14.5pp | 70.7%-16.0pp |
| Annual return | 33.67% | 21.81%+11.9pp | 35.62%-1.9pp | 27571.02%-27537.4pp |
| Employer contribution / active EE | $1,154 | $744+55.3% | $1,986-41.9% | $2,032-43.2% |
| Participant deferral / active EE | $1,906 | $2,079-8.3% | $2,958-35.6% | $3,224-40.9% |
| Admin fee / account holder | $159 | $152+4.4% | $5,134-96.9% | $110+43.7% |