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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,009 | $39,132-51.4% | $57,196-66.8% | $62,881-69.8% |
| Participation rate | 94.9% | 70.5%+24.4pp | 75.3%+19.5pp | 69.3%+25.6pp |
| Annual return | 2.65% | 9.24%-6.6pp | 14.59%-11.9pp | 20.14%-17.5pp |
| Employer contribution / active EE | $1,621 | $1,874-13.5% | $2,683-39.6% | $2,281-29.0% |
| Participant deferral / active EE | $1,787 | $2,374-24.7% | $3,096-42.3% | $3,203-44.2% |
| Admin fee / account holder | $1 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |