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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 | $13,940 | $43,333-67.8% | $59,883-76.7% | $64,186-78.3% |
| Participation rate | 96.4% | 69.2%+27.2pp | 74.7%+21.7pp | 69.6%+26.8pp |
| Annual return | -6.38% | -1.55%-4.8pp | 3.46%-9.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,597 | $2,029+28.0% | $2,722-4.6% | $2,381+9.1% |
| Participant deferral / active EE | $1,838 | $2,547-27.8% | $3,402-46.0% | $3,470-47.0% |
| Admin fee / account holder | $0 | $3,006-100.0% | $3,591-100.0% | $4,888-100.0% |