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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 | $40,263-34.2% | $57,347-53.8% | $59,632-55.6% |
| Participation rate | 71.1% | 69.2%+1.9pp | 75.1%-4.0pp | 68.7%+2.4pp |
| Annual return | 2.12% | 27.50%-25.4pp | 24.40%-22.3pp | 2041.32%-2039.2pp |
| Employer contribution / active EE | $1,685 | $1,922-12.3% | $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 | $2,819-100.0% | $3,356-100.0% | $4,297-100.0% |