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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 | $45,927 | $42,910+7.0% | $60,919-24.6% | $68,490-32.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.38% | -13.99%+0.6pp | 16.96%-30.3pp | -7.85%-5.5pp |
| Employer contribution / active EE | $2,269 | $1,978+14.7% | $2,704-16.1% | $2,597-12.6% |
| Participant deferral / active EE | $2,061 | $2,866-28.1% | $3,814-46.0% | $4,028-48.8% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,228-100.0% | $5,403-100.0% |