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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 | $50,116 | $41,377+21.1% | $109,313-54.2% | $62,881-20.3% |
| Participation rate | 94.0% | 57.5%+36.5pp | 71.3%+22.7pp | 69.3%+24.7pp |
| Annual return | 5.95% | 11.05%-5.1pp | 22.07%-16.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,653 | $1,276+29.5% | $3,892-57.5% | $2,281-27.5% |
| Participant deferral / active EE | $2,087 | $2,045+2.1% | $3,166-34.1% | $3,203-34.8% |
| Admin fee / account holder | $0 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |