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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 | $60,947 | $42,548+43.2% | $74,549-18.2% | $56,287+8.3% |
| Participation rate | 96.7% | 60.5%+36.2pp | 69.1%+27.6pp | 69.9%+26.9pp |
| Annual return | 48.89% | 12.40%+36.5pp | 32.53%+16.4pp | -9.96%+58.8pp |
| Employer contribution / active EE | $1,626 | $855+90.1% | $1,961-17.1% | $2,111-23.0% |
| Participant deferral / active EE | $0 | $2,277-100.0% | $3,108-100.0% | $3,350-100.0% |
| Admin fee / account holder | $4 | $467-99.2% | $5,059-99.9% | $521-99.3% |