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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 | $106,594 | $84,499+26.1% | $125,391-15.0% | $66,949+59.2% |
| Participation rate | 79.6% | 76.4%+3.2pp | 82.4%-2.8pp | 69.8%+9.8pp |
| Annual return | -10.89% | -8.49%-2.4pp | 572.41%-583.3pp | 1.57%-12.5pp |
| Employer contribution / active EE | $4,832 | $3,554+36.0% | $4,816+0.3% | $2,545+89.8% |
| Participant deferral / active EE | $10,516 | $6,785+55.0% | $7,448+41.2% | $4,239+148.1% |
| Admin fee / account holder | $31 | $685-95.4% | $10,009-99.7% | $594-94.7% |