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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 | $17,795 | $58,099-69.4% | $76,872-76.9% | $75,173-76.3% |
| Participation rate | 76.0% | 63.9%+12.1pp | 69.6%+6.4pp | 67.2%+8.8pp |
| Annual return | 26.87% | 26.71%+0.2pp | 37.90%-11.0pp | 160.72%-133.9pp |
| Employer contribution / active EE | $559 | $1,996-72.0% | $2,533-77.9% | $2,671-79.1% |
| Participant deferral / active EE | $8,064 | $2,999+168.9% | $3,832+110.4% | $4,126+95.4% |
| Admin fee / account holder | $51 | $4,778-98.9% | $5,476-99.1% | $5,651-99.1% |