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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 | $57,601 | $56,110+2.7% | $94,993-39.4% | $70,126-17.9% |
| Participation rate | 95.2% | 65.0%+30.2pp | 73.9%+21.4pp | 69.5%+25.7pp |
| Annual return | 15.39% | 51.02%-35.6pp | 27.14%-11.8pp | 73.15%-57.8pp |
| Employer contribution / active EE | $1,982 | $1,442+37.4% | $2,603-23.9% | $2,343-15.4% |
| Participant deferral / active EE | $2,462 | $2,391+3.0% | $3,317-25.8% | $3,332-26.1% |
| Admin fee / account holder | $0 | $3,456-100.0% | $4,960-100.0% | $4,645-100.0% |