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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 | $66,198 | $67,166-1.4% | $57,356+15.4% | $55,191+19.9% |
| Participation rate | 97.8% | 77.7%+20.1pp | 75.1%+22.7pp | 69.2%+28.6pp |
| Annual return | 2.17% | 4.22%-2.0pp | 24.41%-22.2pp | 10.78%-8.6pp |
| Employer contribution / active EE | $2,025 | $2,812-28.0% | $2,689-24.7% | $1,899+6.7% |
| Participant deferral / active EE | $1,756 | $2,835-38.1% | $3,162-44.5% | $3,046-42.4% |
| Admin fee / account holder | $139 | $44+218.8% | $3,357-95.9% | $91+53.0% |