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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 | $15,061 | $46,464-67.6% | $150,298-90.0% | $79,634-81.1% |
| Participation rate | 94.2% | 57.0%+37.2pp | 77.8%+16.4pp | 62.5%+31.7pp |
| Annual return | 14.85% | 27.89%-13.0pp | 62.79%-47.9pp | 36.46%-21.6pp |
| Employer contribution / active EE | $272 | $1,512-82.0% | $4,154-93.4% | $2,529-89.2% |
| Participant deferral / active EE | $1,424 | $2,157-34.0% | $5,453-73.9% | $3,835-62.9% |
| Admin fee / account holder | $0 | $891-100.0% | $14,116-100.0% | $1,002-100.0% |