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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 | $213,569 | $52,961+303.3% | $172,752+23.6% | $65,185+227.6% |
| Participation rate | 82.2% | 66.2%+16.0pp | 82.6%-0.5pp | 70.2%+12.0pp |
| Annual return | 150.49% | 30.12%+120.4pp | 802.97%-652.5pp | 29.38%+121.1pp |
| Employer contribution / active EE | $3,960 | $2,190+80.8% | $5,144-23.0% | $2,177+81.9% |
| Participant deferral / active EE | $4,280 | $2,471+73.2% | $5,198-17.7% | $3,514+21.8% |
| Admin fee / account holder | $5 | $472-99.0% | $13,955-100.0% | $847-99.4% |