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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 | $40,741 | $81,233-49.8% | $155,567-73.8% | $80,874-49.6% |
| Participation rate | 98.1% | 66.2%+31.9pp | 78.2%+20.0pp | 67.6%+30.5pp |
| Annual return | 12.12% | 33.33%-21.2pp | 64.74%-52.6pp | 35.62%-23.5pp |
| Employer contribution / active EE | $3,178 | $3,101+2.5% | $4,674-32.0% | $2,756+15.3% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |