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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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $44,529 | $55,449-19.7% | $83,830-46.9% | $56,287-20.9% |
| Participation rate | 55.4% | 68.0%-12.6pp | 76.1%-20.7pp | 69.9%-14.4pp |
| Annual return | -1.52% | -1.38%-0.1pp | 850.97%-852.5pp | -9.96%+8.4pp |
| Employer contribution / active EE | $2,109 | $2,430-13.2% | $3,631-41.9% | $2,111-0.1% |
| Participant deferral / active EE | $2,055 | $2,935-30.0% | $4,082-49.7% | $3,350-38.6% |
| Admin fee / account holder | $328 | $656-50.0% | $5,479-94.0% | $521-37.1% |