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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 | $14,980 | $47,977-68.8% | $154,108-90.3% | $56,289-73.4% |
| Participation rate | 87.7% | 66.2%+21.6pp | 83.0%+4.7pp | 69.9%+17.9pp |
| Annual return | -4.48% | 3.54%-8.0pp | 735.21%-739.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,454 | $2,169-33.0% | $5,298-72.6% | $2,111-31.1% |
| Participant deferral / active EE | $1,247 | $2,392-47.9% | $5,081-75.5% | $3,350-62.8% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |