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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 | $18,327 | $55,453-67.0% | $170,435-89.2% | $62,293-70.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.56% | 21.38%-7.8pp | 205.94%-192.4pp | 28.90%-15.3pp |
| Employer contribution / active EE | $646 | $2,164-70.1% | $5,432-88.1% | $2,042-68.3% |
| Participant deferral / active EE | $2,354 | $2,303+2.2% | $4,939-52.3% | $3,169-25.7% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |