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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 | $22,966 | $65,322-64.8% | $70,476-67.4% | $73,493-68.8% |
| Participation rate | 98.0% | 77.0%+21.0pp | 75.1%+22.9pp | 70.7%+27.3pp |
| Annual return | 8.52% | 15.71%-7.2pp | 109.12%-100.6pp | 28.51%-20.0pp |
| Employer contribution / active EE | $1,486 | $2,460-39.6% | $2,738-45.7% | $2,270-34.5% |
| Participant deferral / active EE | $1,488 | $3,375-55.9% | $3,710-59.9% | $3,740-60.2% |
| Admin fee / account holder | $0 | $214-100.0% | $3,847-100.0% | $513-100.0% |