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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 | $44,286 | $80,753-45.2% | $136,298-67.5% | $62,293-28.9% |
| Participation rate | 75.0% | 73.5%+1.5pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 20.09% | 35.83%-15.7pp | 5156.27%-5136.2pp | 28.90%-8.8pp |
| Employer contribution / active EE | $898 | $2,884-68.9% | $4,696-80.9% | $2,042-56.0% |
| Participant deferral / active EE | $3,297 | $5,164-36.2% | $6,247-47.2% | $3,169+4.0% |
| Admin fee / account holder | $2 | $525-99.7% | $9,244-100.0% | $479-99.7% |