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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,244 | $58,895-33.4% | $178,503-78.0% | $73,497-46.6% |
| Participation rate | 73.1% | 66.2%+6.9pp | 81.9%-8.8pp | 70.7%+2.4pp |
| Annual return | 20.72% | 24.86%-4.1pp | 151.12%-130.4pp | 28.51%-7.8pp |
| Employer contribution / active EE | $1,839 | $2,236-17.7% | $5,011-63.3% | $2,270-19.0% |
| Participant deferral / active EE | $3,443 | $2,567+34.1% | $5,202-33.8% | $3,740-8.0% |
| Admin fee / account holder | $4 | $400-99.0% | $13,987-100.0% | $513-99.2% |