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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 | $16,312 | $46,360-64.8% | $147,617-88.9% | $52,331-68.8% |
| Participation rate | 97.7% | 64.9%+32.8pp | 84.6%+13.1pp | 68.1%+29.6pp |
| Annual return | 1.11% | 1.62%-0.5pp | 61.98%-60.9pp | 4.54%-3.4pp |
| Employer contribution / active EE | $1,333 | $2,126-37.3% | $5,564-76.0% | $1,882-29.2% |
| Participant deferral / active EE | $2,383 | $2,258+5.5% | $4,895-51.3% | $3,022-21.2% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |