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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 | $45,652 | $58,587-22.1% | $83,322-45.2% | $64,173-28.9% |
| Participation rate | 98.4% | 72.0%+26.4pp | 77.8%+20.7pp | 69.6%+28.8pp |
| Annual return | -4.41% | 9.65%-14.1pp | 10.64%-15.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $4,172 | $2,098+98.8% | $3,379+23.5% | $2,381+75.3% |
| Participant deferral / active EE | $3,080 | $4,654-33.8% | $5,565-44.7% | $3,470-11.2% |
| Admin fee / account holder | $0 | $9,279-100.0% | $7,540-100.0% | $4,887-100.0% |