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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,566 | $69,774+262.0% | $67,561+273.8% | $74,429+239.3% |
| Participation rate | 54.4% | 71.4%-17.0pp | 72.9%-18.5pp | 67.2%-12.8pp |
| Annual return | 12.86% | -40.53%+53.4pp | 3525.44%-3512.6pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $8,025 | $2,710+196.1% | $2,735+193.5% | $2,625+205.7% |
| Participant deferral / active EE | $12,261 | $3,636+237.2% | $4,003+206.3% | $4,348+182.0% |
| Admin fee / account holder | $743 | $890-16.5% | $4,006-81.5% | $1,944-61.8% |