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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 | $16,186 | $84,236-80.8% | $170,435-90.5% | $70,126-76.9% |
| Participation rate | 96.6% | 70.8%+25.8pp | 83.6%+13.0pp | 69.5%+27.1pp |
| Annual return | 12.72% | 23.06%-10.3pp | 205.94%-193.2pp | 73.15%-60.4pp |
| Employer contribution / active EE | $1,620 | $3,387-52.2% | $5,432-70.2% | $2,343-30.8% |
| Participant deferral / active EE | $1,367 | $3,086-55.7% | $4,939-72.3% | $3,332-59.0% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |