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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,540 | $81,276-74.7% | $155,574-86.8% | $80,925-74.6% |
| Participation rate | 81.8% | 66.2%+15.6pp | 78.2%+3.6pp | 67.7%+14.2pp |
| Annual return | 13.53% | 33.36%-19.8pp | 64.87%-51.3pp | 35.65%-22.1pp |
| Employer contribution / active EE | $1,015 | $3,103-67.3% | $4,676-78.3% | $2,756-63.2% |
| Participant deferral / active EE | $1,413 | $3,453-59.1% | $5,629-74.9% | $4,299-67.1% |
| Admin fee / account holder | $12 | $7,993-99.9% | $15,914-99.9% | $6,940-99.8% |