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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $8,349 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,500 | $49,896-87.0% | $80,627-91.9% | $75,173-91.4% |
| Participation rate | 28.1% | 55.3%-27.3pp | 67.0%-38.9pp | 67.2%-39.1pp |
| Annual return | 19.56% | 34.67%-15.1pp | 936.76%-917.2pp | 160.72%-141.2pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,149 | $2,992+38.7% | $4,443-6.6% | $4,126+0.5% |
| Admin fee / account holder | $41 | $3,578-98.9% | $5,381-99.2% | $5,651-99.3% |