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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 | $34,779 | $45,152-23.0% | $73,836-52.9% | $59,633-41.7% |
| Participation rate | 97.7% | 64.0%+33.7pp | 73.4%+24.3pp | 68.7%+29.0pp |
| Annual return | 10.77% | 27.40%-16.6pp | 2268.06%-2257.3pp | 2041.45%-2030.7pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,794 | $2,573+8.6% | $3,583-22.0% | $3,192-12.5% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |