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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 | $87,555 | $49,249+77.8% | $70,476+24.2% | $79,852+9.6% |
| Participation rate | 98.9% | 69.2%+29.7pp | 75.1%+23.8pp | 69.6%+29.2pp |
| Annual return | 12.48% | 30.09%-17.6pp | 109.12%-96.6pp | 31.72%-19.2pp |
| Employer contribution / active EE | $3,175 | $2,100+51.2% | $2,738+16.0% | $2,471+28.5% |
| Participant deferral / active EE | $1,668 | $2,769-39.8% | $3,710-55.0% | $3,740-55.4% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,847-100.0% | $5,306-100.0% |