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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 | $16,550 | $35,986-54.0% | $77,552-78.7% | $73,497-77.5% |
| Participation rate | 88.8% | 40.8%+48.0pp | 54.2%+34.6pp | 70.7%+18.1pp |
| Annual return | 18.02% | 19.26%-1.2pp | 54.82%-36.8pp | 28.51%-10.5pp |
| Employer contribution / active EE | $1,428 | $557+156.3% | $987+44.8% | $2,270-37.1% |
| Participant deferral / active EE | $1,829 | $1,198+52.7% | $1,861-1.7% | $3,740-51.1% |
| Admin fee / account holder | $85 | $466-81.9% | $2,859-97.0% | $513-83.5% |