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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 | $52,658 | $52,467+0.4% | $57,196-7.9% | $55,167-4.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 9.51% | 7.72%+1.8pp | 14.59%-5.1pp | 169.23%-159.7pp |
| Employer contribution / active EE | $2,510 | $2,477+1.3% | $2,683-6.5% | $1,963+27.9% |
| Participant deferral / active EE | $3,799 | $2,830+34.2% | $3,096+22.7% | $3,054+24.4% |
| Admin fee / account holder | $161 | $269-40.1% | $3,141-94.9% | $504-68.0% |