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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 | $110,172 | $60,795+81.2% | $69,464+58.6% | $65,185+69.0% |
| Participation rate | 96.6% | 74.9%+21.7pp | 74.6%+22.0pp | 70.2%+26.4pp |
| Annual return | 67.90% | 17.46%+50.4pp | 28.98%+38.9pp | 29.38%+38.5pp |
| Employer contribution / active EE | $1,657 | $2,452-32.4% | $2,779-40.4% | $2,177-23.9% |
| Participant deferral / active EE | $4,407 | $3,162+39.4% | $3,536+24.6% | $3,514+25.4% |
| Admin fee / account holder | $0 | $314-100.0% | $3,840-100.0% | $847-100.0% |