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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 | $21,578 | $37,117-41.9% | $147,617-85.4% | $55,191-60.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | 1.93% | 3.44%-1.5pp | 61.98%-60.0pp | 10.78%-8.8pp |
| Employer contribution / active EE | $757 | $1,620-53.3% | $5,564-86.4% | $1,899-60.2% |
| Participant deferral / active EE | $1,259 | $1,985-36.6% | $4,895-74.3% | $3,046-58.7% |
| Admin fee / account holder | $8 | $86-91.0% | $11,612-99.9% | $91-91.5% |