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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,086 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,411 | $106,236-80.8% | $112,258-81.8% | $64,814-68.5% |
| Participation rate | 45.9% | 71.7%-25.8pp | 75.1%-29.2pp | 71.5%-25.6pp |
| Annual return | -16.17% | -6.02%-10.2pp | 27.47%-43.6pp | 32.84%-49.0pp |
| Employer contribution / active EE | $1,240 | $3,166-60.8% | $3,636-65.9% | $2,507-50.5% |
| Participant deferral / active EE | $2,007 | $3,785-47.0% | $4,728-57.6% | $4,310-53.4% |
| Admin fee / account holder | $28 | $452-93.9% | $6,411-99.6% | $188-85.2% |