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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 | $58,935 | $57,976+1.7% | $63,018-6.5% | $62,293-5.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.55% | 17.54%-3.0pp | 87.62%-73.1pp | 28.90%-14.4pp |
| Employer contribution / active EE | $2,502 | $2,415+3.6% | $2,761-9.4% | $2,042+22.5% |
| Participant deferral / active EE | $3,950 | $2,956+33.6% | $3,330+18.6% | $3,169+24.6% |
| Admin fee / account holder | $182 | $276-34.2% | $3,601-95.0% | $479-62.1% |