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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 | $26,309 | $49,249-46.6% | $70,476-62.7% | $79,852-67.1% |
| Participation rate | 76.4% | 69.2%+7.2pp | 75.1%+1.3pp | 69.6%+6.8pp |
| Annual return | 11.12% | 30.09%-19.0pp | 109.12%-98.0pp | 31.72%-20.6pp |
| Employer contribution / active EE | $613 | $2,100-70.8% | $2,738-77.6% | $2,471-75.2% |
| Participant deferral / active EE | $1,839 | $2,769-33.6% | $3,710-50.4% | $3,740-50.8% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,847-100.0% | $5,306-100.0% |