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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 | $22,433 | $64,871-65.4% | $129,118-82.6% | $66,949-66.5% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.2%+22.8pp | 69.8%+30.2pp |
| Annual return | -4.23% | -12.21%+8.0pp | -10.94%+6.7pp | 1.57%-5.8pp |
| Employer contribution / active EE | $1,376 | $3,741-63.2% | $5,051-72.8% | $2,545-45.9% |
| Participant deferral / active EE | $0 | $5,090-100.0% | $6,539-100.0% | $4,239-100.0% |
| Admin fee / account holder | $34 | $629-94.6% | $14,305-99.8% | $594-94.3% |