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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 | $15,903 | $25,723-38.2% | $69,182-77.0% | $55,167-71.2% |
| Participation rate | 76.1% | 39.4%+36.6pp | 55.1%+21.0pp | 69.0%+7.1pp |
| Annual return | 5.92% | 9.56%-3.6pp | -21.93%+27.8pp | 169.23%-163.3pp |
| Employer contribution / active EE | $888 | $480+84.9% | $1,206-26.4% | $1,963-54.7% |
| Participant deferral / active EE | $1,491 | $963+54.8% | $1,897-21.4% | $3,054-51.2% |
| Admin fee / account holder | $17 | $365-95.2% | $2,697-99.4% | $504-96.6% |