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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 | $42,261 | $61,338-31.1% | $149,717-71.8% | $71,495-40.9% |
| Participation rate | 77.0% | 62.5%+14.5pp | 78.8%-1.8pp | 67.9%+9.1pp |
| Annual return | 13.33% | 35.86%-22.5pp | 134.41%-121.1pp | 28.85%-15.5pp |
| Employer contribution / active EE | $579 | $2,381-75.7% | $4,820-88.0% | $2,589-77.6% |
| Participant deferral / active EE | $2,225 | $2,919-23.8% | $5,682-60.8% | $4,291-48.1% |
| Admin fee / account holder | $0 | $1,263-100.0% | $13,213-100.0% | $1,588-100.0% |