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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 | $50,554-57.5% | $67,681-68.2% | $87,485-75.4% |
| Participation rate | 98.8% | 67.7%+31.1pp | 73.7%+25.1pp | 68.9%+29.9pp |
| Annual return | 12.09% | 17.81%-5.7pp | 590.58%-578.5pp | 26.06%-14.0pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,637 | $2,961+56.6% | $3,976+16.6% | $4,274+8.5% |
| Admin fee / account holder | $0 | $4,132-100.0% | $6,100-100.0% | $7,775-100.0% |