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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 | $81,358-49.9% | $155,556-73.8% | $80,959-49.7% |
| Participation rate | 98.1% | 66.3%+31.9pp | 78.2%+19.9pp | 67.7%+30.5pp |
| Annual return | 12.12% | 33.39%-21.3pp | 64.84%-52.7pp | 35.67%-23.6pp |
| Employer contribution / active EE | $3,178 | $3,106+2.3% | $4,675-32.0% | $2,757+15.3% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |