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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 | $33,557 | $45,343-26.0% | $150,298-77.7% | $67,986-50.6% |
| Participation rate | 86.4% | 51.9%+34.5pp | 77.8%+8.6pp | 57.2%+29.2pp |
| Annual return | 16.32% | 33.28%-17.0pp | 62.79%-46.5pp | 31.67%-15.3pp |
| Employer contribution / active EE | $1,938 | $1,462+32.6% | $4,154-53.4% | $2,019-4.0% |
| Participant deferral / active EE | $1,880 | $2,055-8.5% | $5,453-65.5% | $3,358-44.0% |
| Admin fee / account holder | $18 | $2,250-99.2% | $14,116-99.9% | $3,203-99.5% |