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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 | $14,631 | $77,638-81.2% | $156,551-90.7% | $62,881-76.7% |
| Participation rate | 98.9% | 71.2%+27.7pp | 84.0%+14.8pp | 69.3%+29.5pp |
| Annual return | 5.36% | 50.33%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,525 | $3,444-55.7% | $5,501-72.3% | $2,281-33.1% |
| Participant deferral / active EE | $1,080 | $3,046-64.5% | $4,871-77.8% | $3,203-66.3% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |