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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 | $51,839 | $53,596-3.3% | $90,657-42.8% | $64,173-19.2% |
| Participation rate | 91.9% | 64.5%+27.4pp | 74.0%+17.9pp | 69.6%+22.3pp |
| Annual return | -2.38% | 4.41%-6.8pp | 1.89%-4.3pp | 7.63%-10.0pp |
| Employer contribution / active EE | $1,999 | $1,503+33.0% | $2,532-21.1% | $2,381-16.0% |
| Participant deferral / active EE | $3,219 | $2,459+30.9% | $3,424-6.0% | $3,470-7.2% |
| Admin fee / account holder | $0 | $3,868-100.0% | $4,994-100.0% | $4,887-100.0% |