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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 | $32,126 | $65,322-50.8% | $70,494-54.4% | $73,497-56.3% |
| Participation rate | 73.4% | 77.0%-3.6pp | 75.1%-1.7pp | 70.7%+2.7pp |
| Annual return | 77.13% | 15.71%+61.4pp | 109.16%-32.0pp | 28.51%+48.6pp |
| Employer contribution / active EE | $2,362 | $2,460-4.0% | $2,738-13.7% | $2,270+4.1% |
| Participant deferral / active EE | $1,914 | $3,375-43.3% | $3,711-48.4% | $3,740-48.8% |
| Admin fee / account holder | $0 | $214-100.0% | $3,848-100.0% | $513-100.0% |