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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,547 | $36,767+40.2% | $81,473-36.7% | $62,293-17.3% |
| Participation rate | 77.0% | 54.4%+22.6pp | 68.0%+9.0pp | 69.5%+7.5pp |
| Annual return | 88.80% | 173.80%-85.0pp | 38.78%+50.0pp | 28.90%+59.9pp |
| Employer contribution / active EE | $1,386 | $1,128+22.8% | $2,568-46.0% | $2,042-32.1% |
| Participant deferral / active EE | $1,477 | $2,111-30.0% | $3,537-58.3% | $3,169-53.4% |
| Admin fee / account holder | $0 | $797-100.0% | $4,561-100.0% | $479-100.0% |