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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 | $75,979 | $52,467+44.8% | $57,196+32.8% | $55,167+37.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 38.70% | 7.72%+31.0pp | 14.59%+24.1pp | 169.23%-130.5pp |
| Employer contribution / active EE | $2,835 | $2,477+14.5% | $2,683+5.7% | $1,963+44.5% |
| Participant deferral / active EE | $4,484 | $2,830+58.5% | $3,096+44.8% | $3,054+46.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |