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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 | $50,159 | $64,909-22.7% | $82,312-39.1% | $62,293-19.5% |
| Participation rate | 88.8% | 74.9%+13.9pp | 76.9%+11.9pp | 69.5%+19.3pp |
| Annual return | 15.57% | 21.18%-5.6pp | 25.88%-10.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $1,527 | $1,676-8.9% | $2,428-37.1% | $2,042-25.2% |
| Participant deferral / active EE | $3,664 | $3,103+18.1% | $3,706-1.1% | $3,169+15.6% |
| Admin fee / account holder | $10 | $440-97.8% | $5,608-99.8% | $479-97.9% |