Filed February 24, 2025
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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 | $25,976 | $81,233-68.0% | $155,567-83.3% | $80,874-67.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.06% | 33.33%-21.3pp | 64.74%-52.7pp | 35.62%-23.6pp |
| Employer contribution / active EE | $2,496 | $3,101-19.5% | $4,674-46.6% | $2,756-9.4% |
| Participant deferral / active EE | $2,297 | $3,452-33.5% | $5,628-59.2% | $4,297-46.5% |
| Admin fee / account holder | $17 | $7,998-99.8% | $15,916-99.9% | $6,935-99.7% |