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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 | $25,409 | $60,165-57.8% | $74,184-65.7% | $55,167-53.9% |
| Participation rate | 92.5% | 74.2%+18.3pp | 76.6%+15.9pp | 69.0%+23.5pp |
| Annual return | 6.20% | 10.00%-3.8pp | 17.74%-11.5pp | 169.23%-163.0pp |
| Employer contribution / active EE | $4,309 | $1,600+169.4% | $2,370+81.8% | $1,963+119.6% |
| Participant deferral / active EE | $3,565 | $2,973+19.9% | $3,550+0.4% | $3,054+16.7% |
| Admin fee / account holder | $57 | $419-86.5% | $5,586-99.0% | $504-88.7% |