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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 | $47,977 | $53,837-10.9% | $75,714-36.6% | $85,847-44.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 13.40% | 24.54%-11.1pp | 104.62%-91.2pp | 318.61%-305.2pp |
| Employer contribution / active EE | $2,073 | $2,017+2.8% | $2,744-24.4% | $2,565-19.2% |
| Participant deferral / active EE | $2,451 | $2,895-15.4% | $3,820-35.9% | $3,952-38.0% |
| Admin fee / account holder | $0 | $3,339-100.0% | $3,619-100.0% | $6,261-100.0% |