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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 | $79,553 | $47,448+67.7% | $94,993-16.3% | $62,293+27.7% |
| Participation rate | 86.5% | 66.5%+20.0pp | 73.9%+12.7pp | 69.5%+17.0pp |
| Annual return | 1119.75% | 22.64%+1097.1pp | 27.14%+1092.6pp | 28.90%+1090.9pp |
| Employer contribution / active EE | $1,727 | $1,300+32.8% | $2,603-33.7% | $2,042-15.4% |
| Participant deferral / active EE | $0 | $2,375-100.0% | $3,317-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1 | $434-99.7% | $4,960-100.0% | $479-99.7% |