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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 | $35,814 | $49,239-27.3% | $70,462-49.2% | $79,858-55.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.79% | 30.08%-15.3pp | 109.08%-94.3pp | 31.72%-16.9pp |
| Employer contribution / active EE | $2,145 | $2,100+2.2% | $2,737-21.6% | $2,471-13.2% |
| Participant deferral / active EE | $3,196 | $2,769+15.4% | $3,710-13.8% | $3,740-14.5% |
| Admin fee / account holder | $0 | $2,876-100.0% | $3,845-100.0% | $5,306-100.0% |