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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 | $23,560 | $43,423-45.7% | $78,676-70.1% | $55,167-57.3% |
| Participation rate | 81.4% | 68.0%+13.3pp | 73.6%+7.8pp | 69.0%+12.4pp |
| Annual return | 8.19% | 11.53%-3.3pp | 62.19%-54.0pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,854 | $1,997-7.1% | $2,850-34.9% | $1,963-5.5% |
| Participant deferral / active EE | $895 | $2,509-64.3% | $3,517-74.6% | $3,054-70.7% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |