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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 | $31,264 | $84,236-62.9% | $170,435-81.7% | $70,126-55.4% |
| Participation rate | 93.8% | 70.8%+22.9pp | 83.6%+10.2pp | 69.5%+24.2pp |
| Annual return | 20.19% | 23.06%-2.9pp | 205.94%-185.7pp | 73.15%-53.0pp |
| Employer contribution / active EE | $2,075 | $3,387-38.7% | $5,432-61.8% | $2,343-11.4% |
| Participant deferral / active EE | $1,776 | $3,086-42.5% | $4,939-64.1% | $3,332-46.7% |
| Admin fee / account holder | $11 | $5,698-99.8% | $13,881-99.9% | $4,645-99.8% |