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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 | $28,939 | $39,132-26.0% | $57,196-49.4% | $62,881-54.0% |
| Participation rate | 70.5% | 70.5%0pp | 75.3%-4.9pp | 69.3%+1.1pp |
| Annual return | 6.59% | 9.24%-2.7pp | 14.59%-8.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,767 | $1,874-5.7% | $2,683-34.1% | $2,281-22.5% |
| Participant deferral / active EE | $3,149 | $2,374+32.6% | $3,096+1.7% | $3,203-1.7% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |