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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 | $25,296 | $45,283-44.1% | $155,789-83.8% | $52,331-51.7% |
| Participation rate | 74.2% | 62.2%+12.0pp | 76.1%-1.9pp | 68.1%+6.1pp |
| Annual return | 0.51% | 1.80%-1.3pp | 71.54%-71.0pp | 4.54%-4.0pp |
| Employer contribution / active EE | $1,130 | $1,329-14.9% | $3,839-70.6% | $1,882-39.9% |
| Participant deferral / active EE | $2,747 | $2,854-3.8% | $4,798-42.8% | $3,022-9.1% |
| Admin fee / account holder | $10 | $981-99.0% | $7,477-99.9% | $592-98.3% |