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 | $81,358-68.1% | $155,556-83.3% | $80,959-67.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.06% | 33.39%-21.3pp | 64.84%-52.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $2,496 | $3,106-19.6% | $4,675-46.6% | $2,757-9.5% |
| Participant deferral / active EE | $2,297 | $3,455-33.5% | $5,631-59.2% | $4,300-46.6% |
| Admin fee / account holder | $17 | $7,994-99.8% | $15,885-99.9% | $6,925-99.7% |