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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 | $25,524 | $61,172-58.3% | $185,851-86.3% | $79,389-67.8% |
| Participation rate | 98.3% | 66.6%+31.7pp | 81.7%+16.6pp | 70.7%+27.6pp |
| Annual return | 24.92% | 19.45%+5.5pp | 122.11%-97.2pp | 116.89%-92.0pp |
| Employer contribution / active EE | $925 | $2,321-60.1% | $5,168-82.1% | $2,428-61.9% |
| Participant deferral / active EE | $2,155 | $2,788-22.7% | $5,569-61.3% | $4,046-46.7% |
| Admin fee / account holder | $9 | $710-98.8% | $16,245-99.9% | $626-98.6% |