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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 | $18,024 | $46,360-61.1% | $147,617-87.8% | $52,331-65.6% |
| Participation rate | 82.0% | 64.9%+17.1pp | 84.6%-2.6pp | 68.1%+13.9pp |
| Annual return | 1.56% | 1.62%-0.1pp | 61.98%-60.4pp | 4.54%-3.0pp |
| Employer contribution / active EE | $497 | $2,126-76.6% | $5,564-91.1% | $1,882-73.6% |
| Participant deferral / active EE | $1,613 | $2,258-28.5% | $4,895-67.0% | $3,022-46.6% |
| Admin fee / account holder | $9 | $766-98.9% | $11,612-99.9% | $592-98.5% |