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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 | $26,812 | $45,050-40.5% | $63,018-57.5% | $70,126-61.8% |
| Participation rate | 98.8% | 69.5%+29.3pp | 74.8%+24.0pp | 69.5%+29.3pp |
| Annual return | 12.21% | 18.76%-6.6pp | 87.62%-75.4pp | 73.15%-60.9pp |
| Employer contribution / active EE | $840 | $2,052-59.0% | $2,761-69.6% | $2,343-64.1% |
| Participant deferral / active EE | $1,428 | $2,466-42.1% | $3,330-57.1% | $3,332-57.2% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |