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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 | $34,145 | $65,364-47.8% | $92,909-63.2% | $72,975-53.2% |
| Participation rate | 90.8% | 68.3%+22.5pp | 76.0%+14.8pp | 69.5%+21.3pp |
| Annual return | 21.90% | 42.11%-20.2pp | 109.44%-87.5pp | 81.01%-59.1pp |
| Employer contribution / active EE | $6,989 | $2,594+169.4% | $3,653+91.3% | $2,440+186.4% |
| Participant deferral / active EE | $2,530 | $3,128-19.1% | $4,238-40.3% | $3,608-29.9% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |