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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 | $102,737 | $48,235+113.0% | $68,803+49.3% | $68,490+50.0% |
| Participation rate | 98.9% | 60.7%+38.2pp | 69.0%+29.9pp | 67.9%+31.0pp |
| Annual return | -5.55% | -12.70%+7.1pp | -6.37%+0.8pp | -7.85%+2.3pp |
| Employer contribution / active EE | $11,525 | $1,829+530.2% | $2,656+334.0% | $2,597+343.8% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,942-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,361-100.0% | $4,936-100.0% | $5,403-100.0% |