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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 | $32,206 | $63,456-49.2% | $100,712-68.0% | $64,097-49.8% |
| Participation rate | 91.2% | 49.7%+41.5pp | 69.3%+21.9pp | 55.2%+36.0pp |
| Annual return | 17.80% | 19.65%-1.8pp | 33.27%-15.5pp | 34.64%-16.8pp |
| Employer contribution / active EE | $590 | $1,003-41.1% | $2,313-74.5% | $1,891-68.8% |
| Participant deferral / active EE | $3,160 | $2,463+28.3% | $4,085-22.7% | $3,080+2.6% |
| Admin fee / account holder | $222 | $4,808-95.4% | $9,256-97.6% | $3,454-93.6% |