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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 | $14,624 | $39,948-63.4% | $89,435-83.6% | $73,412-80.1% |
| Participation rate | 98.8% | 50.4%+48.4pp | 68.0%+30.8pp | 72.2%+26.7pp |
| Annual return | 14.38% | 50.12%-35.7pp | 245.55%-231.2pp | 59.30%-44.9pp |
| Employer contribution / active EE | $1,610 | $1,200+34.2% | $2,587-37.8% | $2,234-27.9% |
| Participant deferral / active EE | $3,264 | $2,193+48.8% | $3,890-16.1% | $3,806-14.2% |
| Admin fee / account holder | $14 | $134-89.2% | $4,884-99.7% | $158-90.8% |