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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 | $29,903 | $43,344-31.0% | $59,899-50.1% | $64,173-53.4% |
| Participation rate | 94.4% | 69.2%+25.3pp | 74.7%+19.7pp | 69.6%+24.9pp |
| Annual return | -3.83% | -1.55%-2.3pp | 3.46%-7.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,312 | $2,030+13.9% | $2,723-15.1% | $2,381-2.9% |
| Participant deferral / active EE | $1,568 | $2,547-38.4% | $3,402-53.9% | $3,470-54.8% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |