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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 | $36,167 | $64,729-44.1% | $112,263-67.8% | $68,490-47.2% |
| Participation rate | 96.8% | 67.2%+29.7pp | 75.1%+21.8pp | 67.9%+28.9pp |
| Annual return | 0.25% | -11.40%+11.6pp | 27.49%-27.2pp | -7.85%+8.1pp |
| Employer contribution / active EE | $8,757 | $2,746+218.9% | $3,636+140.8% | $2,597+237.2% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,222-100.0% | $6,410-100.0% | $5,403-100.0% |