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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 | $29,009 | $54,590-46.9% | $81,716-64.5% | $73,493-60.5% |
| Participation rate | 92.3% | 68.3%+24.0pp | 72.0%+20.3pp | 70.7%+21.6pp |
| Annual return | 21.08% | 17.74%+3.3pp | 29.49%-8.4pp | 28.51%-7.4pp |
| Employer contribution / active EE | $1,547 | $1,636-5.4% | $4,310-64.1% | $2,270-31.8% |
| Participant deferral / active EE | $4,580 | $2,759+66.0% | $7,108-35.6% | $3,740+22.5% |
| Admin fee / account holder | $36 | $592-93.9% | $5,159-99.3% | $513-92.9% |