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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,246 | $51,207-68.3% | $70,565-77.0% | $71,529-77.3% |
| Participation rate | 89.2% | 59.4%+29.8pp | 68.4%+20.8pp | 67.9%+21.3pp |
| Annual return | 18.22% | 42.71%-24.5pp | 32.79%-14.6pp | 28.97%-10.8pp |
| Employer contribution / active EE | $1,538 | $1,795-14.3% | $2,976-48.3% | $2,590-40.6% |
| Participant deferral / active EE | $3,179 | $3,033+4.8% | $4,568-30.4% | $4,291-25.9% |
| Admin fee / account holder | $2 | $2,002-99.9% | $6,430-100.0% | $1,588-99.9% |