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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 | $17,758 | $51,226-65.3% | $82,744-78.5% | $66,938-73.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -12.31% | -9.61%-2.7pp | 702.22%-714.5pp | 1.58%-13.9pp |
| Employer contribution / active EE | $578 | $2,612-77.9% | $3,008-80.8% | $2,545-77.3% |
| Participant deferral / active EE | $1,329 | $3,460-61.6% | $4,395-69.8% | $4,238-68.7% |
| Admin fee / account holder | $33 | $416-91.9% | $5,325-99.4% | $594-94.4% |