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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 | $18,265 | $52,961-65.5% | $172,752-89.4% | $65,185-72.0% |
| Participation rate | 82.1% | 66.2%+15.9pp | 82.6%-0.5pp | 70.2%+11.9pp |
| Annual return | 20.64% | 30.12%-9.5pp | 802.97%-782.3pp | 29.38%-8.7pp |
| Employer contribution / active EE | $1,013 | $2,190-53.8% | $5,144-80.3% | $2,177-53.5% |
| Participant deferral / active EE | $2,437 | $2,471-1.4% | $5,198-53.1% | $3,514-30.7% |
| Admin fee / account holder | $14 | $472-97.0% | $13,955-99.9% | $847-98.3% |