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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $5,451 |
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.
Annual investment return 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $3,776 | $52,722-92.8% | $90,430-95.8% | $73,412-94.9% |
| Participation rate | 57.9% | 67.7%-9.8pp | 72.7%-14.7pp | 72.2%-14.2pp |
| Annual return | 8.25% | 20.70%-12.5pp | 1293.73%-1285.5pp | 59.30%-51.0pp |
| Employer contribution / active EE | $320 | $1,872-82.9% | $3,262-90.2% | $2,234-85.7% |
| Participant deferral / active EE | $623 | $2,810-77.8% | $3,963-84.3% | $3,806-83.6% |
| Admin fee / account holder | $24 | $117-79.5% | $5,613-99.6% | $158-84.9% |