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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 | $51,816 | $61,660-16.0% | $80,022-35.2% | $64,173-19.3% |
| Participation rate | 95.1% | 71.7%+23.4pp | 75.8%+19.2pp | 69.6%+25.5pp |
| Annual return | -2.70% | -0.33%-2.4pp | 11.22%-13.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $2,402 | $1,810+32.7% | $2,468-2.7% | $2,381+0.9% |
| Participant deferral / active EE | $3,962 | $2,968+33.5% | $3,686+7.5% | $3,470+14.2% |
| Admin fee / account holder | $1 | $5,417-100.0% | $6,521-100.0% | $4,887-100.0% |