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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 | $80,228 | $72,177+11.2% | $115,038-30.3% | $59,633+34.5% |
| Participation rate | 81.6% | 72.6%+9.0pp | 81.4%+0.2pp | 68.7%+12.9pp |
| Annual return | 1.69% | 12.02%-10.3pp | 26.14%-24.5pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $7,972 | $2,841+180.6% | $4,608+73.0% | $2,203+261.9% |
| Participant deferral / active EE | $5,528 | $4,783+15.6% | $6,026-8.3% | $3,192+73.2% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |