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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 | $27,984 | $50,464-44.5% | $75,784-63.1% | $52,331-46.5% |
| Participation rate | 94.0% | 66.8%+27.2pp | 75.8%+18.2pp | 68.1%+25.9pp |
| Annual return | 0.00% | 1.03%-1.0pp | 9.68%-9.7pp | 4.54%-4.5pp |
| Employer contribution / active EE | $7,244 | $1,988+264.3% | $3,323+118.0% | $1,882+285.0% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |