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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,816 | $65,092-34.2% | $143,799-70.2% | $66,938-36.0% |
| Participation rate | 73.0% | 65.2%+7.8pp | 80.3%-7.3pp | 69.8%+3.2pp |
| Annual return | -15.82% | -11.14%-4.7pp | -0.04%-15.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $706 | $2,362-70.1% | $4,952-85.7% | $2,545-72.3% |
| Participant deferral / active EE | $2,460 | $2,920-15.8% | $5,638-56.4% | $4,238-42.0% |
| Admin fee / account holder | $0 | $502-100.0% | $14,677-100.0% | $594-100.0% |