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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 | $26,482 | $40,275-34.2% | $57,356-53.8% | $59,633-55.6% |
| Participation rate | 71.1% | 69.1%+1.9pp | 75.1%-4.0pp | 68.7%+2.4pp |
| Annual return | 2.12% | 27.52%-25.4pp | 24.41%-22.3pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $1,685 | $1,921-12.3% | $2,689-37.3% | $2,203-23.5% |
| Participant deferral / active EE | $2,724 | $2,400+13.5% | $3,162-13.9% | $3,192-14.7% |
| Admin fee / account holder | $0 | $2,820-100.0% | $3,357-100.0% | $4,297-100.0% |