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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 | $25,861 | $45,152-42.7% | $73,845-65.0% | $59,632-56.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.43% | 27.40%-28.8pp | 2267.91%-2269.3pp | 2041.32%-2042.7pp |
| Employer contribution / active EE | $3,466 | $1,902+82.3% | $2,788+24.3% | $2,203+57.4% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,516-100.0% | $4,881-100.0% | $4,297-100.0% |