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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 | $47,639 | $59,267-19.6% | $96,575-50.7% | $79,393-40.0% |
| Participation rate | 98.6% | 61.9%+36.7pp | 69.8%+28.8pp | 70.7%+27.9pp |
| Annual return | 45.84% | 27.08%+18.8pp | 37.79%+8.1pp | 116.87%-71.0pp |
| Employer contribution / active EE | $3,687 | $1,216+203.2% | $2,357+56.4% | $2,428+51.9% |
| Participant deferral / active EE | $0 | $2,947-100.0% | $3,849-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $659-100.0% | $6,182-100.0% | $627-100.0% |