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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $97,103 | $101,672-4.5% | $147,117-34.0% | $74,478+30.4% |
| Participation rate | 43.3% | 75.5%-32.2pp | 82.2%-38.9pp | 67.2%-23.9pp |
| Annual return | 16.50% | 8757.83%-8741.3pp | 420.54%-404.0pp | 1370.56%-1354.1pp |
| Employer contribution / active EE | $1,250 | $3,813-67.2% | $4,932-74.7% | $2,626-52.4% |
| Participant deferral / active EE | $5,003 | $7,305-31.5% | $8,065-38.0% | $4,350+15.0% |
| Admin fee / account holder | $344 | $1,753-80.4% | $12,993-97.4% | $1,946-82.3% |