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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 | $16,641 | $45,087-63.1% | $69,483-76.0% | $72,976-77.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 11.24% | 22.67%-11.4pp | 28.99%-17.7pp | 81.02%-69.8pp |
| Employer contribution / active EE | $1,514 | $2,055-26.3% | $2,780-45.5% | $2,440-38.0% |
| Participant deferral / active EE | $1,048 | $2,603-59.7% | $3,537-70.4% | $3,608-70.9% |
| Admin fee / account holder | $0 | $3,057-100.0% | $3,841-100.0% | $5,124-100.0% |