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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,235 | $57,976-65.1% | $63,018-67.9% | $62,293-67.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.96% | 17.54%-2.6pp | 87.62%-72.7pp | 28.90%-13.9pp |
| Employer contribution / active EE | $3,570 | $2,415+47.8% | $2,761+29.3% | $2,042+74.8% |
| Participant deferral / active EE | $2,970 | $2,956+0.5% | $3,330-10.8% | $3,169-6.3% |
| Admin fee / account holder | $121 | $276-56.1% | $3,601-96.6% | $479-74.8% |