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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 | $77,171 | $52,467+47.1% | $57,196+34.9% | $55,167+39.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 7.54% | 7.72%-0.2pp | 14.59%-7.1pp | 169.23%-161.7pp |
| Employer contribution / active EE | $3,060 | $2,477+23.5% | $2,683+14.0% | $1,963+55.9% |
| Participant deferral / active EE | $3,535 | $2,830+24.9% | $3,096+14.2% | $3,054+15.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |