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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 | $29,633 | $65,582-54.8% | $64,101-53.8% | $71,511-58.6% |
| Participation rate | 98.5% | 73.2%+25.3pp | 72.3%+26.2pp | 67.9%+30.6pp |
| Annual return | 18.37% | 18.96%-0.6pp | 33.72%-15.3pp | 28.86%-10.5pp |
| Employer contribution / active EE | $972 | $2,671-63.6% | $2,749-64.6% | $2,589-62.4% |
| Participant deferral / active EE | $3,092 | $3,628-14.8% | $3,881-20.3% | $4,291-27.9% |
| Admin fee / account holder | $23 | $616-96.3% | $3,070-99.3% | $1,588-98.6% |