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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 | $13,080 | $66,681-80.4% | $96,192-86.4% | - |
| Participation rate | 70.7% | 47.6%+23.1pp | 68.4%+2.3pp | - |
| Annual return | 18.88% | 15.15%+3.7pp | 192.09%-173.2pp | - |
| Employer contribution / active EE | $2,326 | $1,289+80.4% | $2,799-16.9% | - |
| Participant deferral / active EE | $1,740 | $2,156-19.3% | $4,351-60.0% | - |
| Admin fee / account holder | $297 | $18,922-98.4% | $5,539-94.6% | - |