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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 | $50,083 | $49,239+1.7% | $70,462-28.9% | $79,858-37.3% |
| Participation rate | 98.5% | 69.2%+29.3pp | 75.1%+23.4pp | 69.6%+28.8pp |
| Annual return | 14.41% | 30.08%-15.7pp | 109.08%-94.7pp | 31.72%-17.3pp |
| Employer contribution / active EE | $2,390 | $2,100+13.8% | $2,737-12.7% | $2,471-3.3% |
| Participant deferral / active EE | $5,852 | $2,769+111.3% | $3,710+57.8% | $3,740+56.5% |
| Admin fee / account holder | $0 | $2,876-100.0% | $3,845-100.0% | $5,306-100.0% |