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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $9,697 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $6,585 | $55,437-88.1% | $155,534-95.8% | $74,459-91.2% |
| Participation rate | 49.4% | 61.9%-12.5pp | 78.2%-28.8pp | 67.2%-17.8pp |
| Annual return | 9.57% | 269.58%-260.0pp | 64.92%-55.3pp | 1369.70%-1360.1pp |
| Employer contribution / active EE | $896 | $2,266-60.5% | $4,675-80.8% | $2,626-65.9% |
| Participant deferral / active EE | $903 | $2,837-68.2% | $5,630-84.0% | $4,350-79.2% |
| Admin fee / account holder | $86 | $1,742-95.1% | $15,900-99.5% | $1,945-95.6% |