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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 | $13,278 | $47,977-72.3% | $154,108-91.4% | $56,289-76.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -4.90% | 3.54%-8.4pp | 735.21%-740.1pp | -9.96%+5.1pp |
| Employer contribution / active EE | $2,017 | $2,169-7.0% | $5,298-61.9% | $2,111-4.5% |
| Participant deferral / active EE | $3,231 | $2,392+35.1% | $5,081-36.4% | $3,350-3.5% |
| Admin fee / account holder | $31 | $438-93.0% | $13,411-99.8% | $521-94.1% |