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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 | $41,016-18.2% | $152,093-77.9% | $64,097-47.6% |
| Participation rate | 86.4% | 51.3%+35.0pp | 77.8%+8.6pp | 55.2%+31.2pp |
| Annual return | 16.32% | 39.60%-23.3pp | 66.36%-50.0pp | 34.64%-18.3pp |
| Employer contribution / active EE | $1,938 | $1,342+44.4% | $4,175-53.6% | $1,891+2.5% |
| Participant deferral / active EE | $1,880 | $1,927-2.4% | $5,451-65.5% | $3,080-38.9% |
| Admin fee / account holder | $18 | $2,305-99.2% | $14,497-99.9% | $3,454-99.5% |