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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 | $37,522 | $45,079-16.8% | $69,461-46.0% | $72,983-48.6% |
| Participation rate | 79.4% | 68.5%+10.9pp | 74.6%+4.8pp | 69.5%+9.9pp |
| Annual return | 16.44% | 22.65%-6.2pp | 28.97%-12.5pp | 81.01%-64.6pp |
| Employer contribution / active EE | $2,154 | $2,055+4.8% | $2,779-22.5% | $2,440-11.7% |
| Participant deferral / active EE | $1,723 | $2,603-33.8% | $3,536-51.3% | $3,608-52.2% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,840-100.0% | $5,124-100.0% |