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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 | $15,942 | $46,732-65.9% | $156,551-89.8% | $55,167-71.1% |
| Participation rate | 70.3% | 65.8%+4.5pp | 84.0%-13.7pp | 69.0%+1.3pp |
| Annual return | 7.92% | 17.72%-9.8pp | 32.23%-24.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $1,014 | $2,105-51.8% | $5,501-81.6% | $1,963-48.3% |
| Participant deferral / active EE | $1,483 | $2,204-32.7% | $4,871-69.6% | $3,054-51.5% |
| Admin fee / account holder | $10 | $418-97.6% | $13,028-99.9% | $504-98.0% |