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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 | $23,330 | $31,388-25.7% | $73,550-68.3% | $62,293-62.5% |
| Participation rate | 73.8% | 39.9%+33.9pp | 54.9%+18.9pp | 69.5%+4.3pp |
| Annual return | 17.86% | 25.34%-7.5pp | -15.16%+33.0pp | 28.90%-11.0pp |
| Employer contribution / active EE | $971 | $498+95.0% | $1,219-20.4% | $2,042-52.5% |
| Participant deferral / active EE | $1,709 | $1,028+66.2% | $1,804-5.3% | $3,169-46.1% |
| Admin fee / account holder | $20 | $299-93.4% | $2,320-99.2% | $479-95.9% |