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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $14,316 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $60,138 | $42,548+41.3% | $74,551-19.3% | $56,289+6.8% |
| Participation rate | 11.9% | 60.5%-48.6pp | 69.1%-57.3pp | 69.9%-58.0pp |
| Annual return | -7.75% | 12.40%-20.1pp | 32.53%-40.3pp | -9.96%+2.2pp |
| Employer contribution / active EE | $285 | $855-66.6% | $1,961-85.4% | $2,111-86.5% |
| Participant deferral / active EE | $726 | $2,277-68.1% | $3,108-76.6% | $3,350-78.3% |
| Admin fee / account holder | $626 | $467+34.0% | $5,059-87.6% | $521+20.2% |