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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 | $34,655 | $73,839-53.1% | $143,788-75.9% | $68,495-49.4% |
| Participation rate | 87.9% | 66.7%+21.2pp | 80.3%+7.6pp | 67.9%+20.0pp |
| Annual return | -9.12% | 1.01%-10.1pp | -0.03%-9.1pp | -7.84%-1.3pp |
| Employer contribution / active EE | $1,616 | $3,184-49.3% | $4,952-67.4% | $2,596-37.8% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,675-100.0% | $5,403-100.0% |