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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 | $21,490 | $38,075-43.6% | $93,419-77.0% | $73,493-70.8% |
| Participation rate | 95.9% | 56.7%+39.2pp | 66.8%+29.1pp | 70.7%+25.2pp |
| Annual return | 34.72% | 17.59%+17.1pp | 78.05%-43.3pp | 28.51%+6.2pp |
| Employer contribution / active EE | $1,865 | $1,117+67.0% | $2,075-10.1% | $2,270-17.8% |
| Participant deferral / active EE | $8,257 | $2,012+310.3% | $3,126+164.1% | $3,740+120.8% |
| Admin fee / account holder | $1 | $351-99.8% | $5,230-100.0% | $513-99.9% |