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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 | $21,335 | $47,977-55.5% | $154,114-86.2% | $56,287-62.1% |
| Participation rate | 98.4% | 66.2%+32.3pp | 83.0%+15.4pp | 69.9%+28.6pp |
| Annual return | 8.20% | 3.54%+4.7pp | 735.16%-727.0pp | -9.96%+18.2pp |
| Employer contribution / active EE | $1,286 | $2,169-40.7% | $5,298-75.7% | $2,111-39.1% |
| Participant deferral / active EE | $769 | $2,392-67.9% | $5,081-84.9% | $3,350-77.0% |
| Admin fee / account holder | $5 | $438-98.8% | $13,411-100.0% | $521-99.0% |