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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 | $21,496 | $55,457-61.2% | $77,361-72.2% | $94,015-77.1% |
| Participation rate | 98.8% | 69.8%+29.0pp | 75.0%+23.8pp | 70.8%+28.0pp |
| Annual return | 12.09% | 15.57%-3.5pp | 1011.54%-999.5pp | 17.84%-5.8pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,637 | $3,069+51.1% | $3,911+18.6% | $4,249+9.1% |
| Admin fee / account holder | $0 | $4,334-100.0% | $5,894-100.0% | $8,951-100.0% |