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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 | $45,688 | $70,917-35.6% | $98,920-53.8% | $73,497-37.8% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 20.23% | 34.18%-13.9pp | 196.47%-176.2pp | 28.51%-8.3pp |
| Employer contribution / active EE | $1,719 | $2,037-15.6% | $2,689-36.1% | $2,270-24.3% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $535-100.0% | $6,643-100.0% | $513-100.0% |