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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,093 | $66,124-72.6% | $90,461-80.0% | $73,497-75.4% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 11.84% | 17.65%-5.8pp | 1294.76%-1282.9pp | 28.51%-16.7pp |
| Employer contribution / active EE | $597 | $2,346-74.6% | $3,264-81.7% | $2,270-73.7% |
| Participant deferral / active EE | $1,001 | $3,039-67.1% | $3,964-74.8% | $3,740-73.2% |
| Admin fee / account holder | $26 | $396-93.5% | $5,617-99.5% | $513-95.0% |