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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 | $25,548 | $65,125-60.8% | $143,797-82.2% | $66,949-61.8% |
| Participation rate | 96.9% | 65.2%+31.7pp | 80.3%+16.6pp | 69.8%+27.1pp |
| Annual return | 18.43% | -11.13%+29.6pp | -0.04%+18.5pp | 1.57%+16.9pp |
| Employer contribution / active EE | $2,943 | $2,362+24.6% | $4,952-40.6% | $2,545+15.6% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $503-100.0% | $14,679-100.0% | $594-100.0% |