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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,657 | $59,107+0.9% | $86,439-31.0% | $68,495-12.9% |
| Participation rate | 98.4% | 75.2%+23.1pp | 80.3%+18.1pp | 67.9%+30.5pp |
| Annual return | -12.21% | -0.23%-12.0pp | 4395.55%-4407.8pp | -7.84%-4.4pp |
| Employer contribution / active EE | $3,910 | $2,519+55.2% | $3,769+3.7% | $2,596+50.6% |
| Participant deferral / active EE | $2,723 | $5,901-53.9% | $6,952-60.8% | $4,028-32.4% |
| Admin fee / account holder | $1 | $5,637-100.0% | $6,732-100.0% | $5,403-100.0% |