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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 | $17,071 | $77,638-78.0% | $156,551-89.1% | $62,881-72.9% |
| Participation rate | 79.3% | 71.2%+8.1pp | 84.0%-4.7pp | 69.3%+10.0pp |
| Annual return | 10.35% | 50.33%-40.0pp | 32.23%-21.9pp | 20.14%-9.8pp |
| Employer contribution / active EE | $1,523 | $3,444-55.8% | $5,501-72.3% | $2,281-33.2% |
| Participant deferral / active EE | $1,571 | $3,046-48.4% | $4,871-67.7% | $3,203-50.9% |
| Admin fee / account holder | $22 | $5,561-99.6% | $13,028-99.8% | $4,296-99.5% |