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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 | $51,748 | $59,191-12.6% | $76,767-32.6% | $56,289-8.1% |
| Participation rate | 96.5% | 75.2%+21.2pp | 77.0%+19.5pp | 69.9%+26.6pp |
| Annual return | 28.78% | 6.62%+22.2pp | 2.43%+26.4pp | -9.96%+38.7pp |
| Employer contribution / active EE | $13,048 | $1,759+641.8% | $2,485+425.0% | $2,111+518.0% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |