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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 | $50,010 | $76,696-34.8% | $96,515-48.2% | $71,511-30.1% |
| Participation rate | 99.0% | 66.6%+32.4pp | 74.3%+24.7pp | 67.9%+31.1pp |
| Annual return | 28.37% | 48.32%-20.0pp | 35.73%-7.4pp | 28.86%-0.5pp |
| Employer contribution / active EE | $8,373 | $3,032+176.2% | $3,740+123.9% | $2,589+223.4% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,735-100.0% | $1,588-100.0% |