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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 | Recordkeeping | $4,606 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,577 | $42,548-77.5% | $74,549-87.2% | $56,287-83.0% |
| Participation rate | 57.7% | 60.5%-2.8pp | 69.1%-11.5pp | 69.9%-12.2pp |
| Annual return | -11.60% | 12.40%-24.0pp | 32.53%-44.1pp | -9.96%-1.6pp |
| Employer contribution / active EE | $646 | $855-24.5% | $1,961-67.1% | $2,111-69.4% |
| Participant deferral / active EE | $1,856 | $2,277-18.5% | $3,108-40.3% | $3,350-44.6% |
| Admin fee / account holder | $151 | $467-67.7% | $5,059-97.0% | $521-71.0% |