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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 | $78,417 | $85,766-8.6% | $136,298-42.5% | $70,126+11.8% |
| Participation rate | 92.6% | 74.2%+18.5pp | 81.9%+10.7pp | 69.5%+23.1pp |
| Annual return | 14.56% | 31.46%-16.9pp | 5156.27%-5141.7pp | 73.15%-58.6pp |
| Employer contribution / active EE | $10,524 | $2,966+254.8% | $4,696+124.1% | $2,343+349.3% |
| Participant deferral / active EE | $7,435 | $5,051+47.2% | $6,247+19.0% | $3,332+123.2% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |