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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 | $78,244 | $101,672-23.0% | $147,117-46.8% | $74,478+5.1% |
| Participation rate | 67.9% | 75.5%-7.7pp | 82.2%-14.3pp | 67.2%+0.7pp |
| Annual return | 15.56% | 8757.83%-8742.3pp | 420.54%-405.0pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $3,798 | $3,813-0.4% | $4,932-23.0% | $2,626+44.6% |
| Participant deferral / active EE | $9,063 | $7,305+24.1% | $8,065+12.4% | $4,350+108.3% |
| Admin fee / account holder | $566 | $1,753-67.7% | $12,993-95.6% | $1,946-70.9% |