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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 | $142,794 | $93,589+52.6% | $135,942+5.0% | $75,181+89.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.74% | 30.90%-11.2pp | 68.28%-48.5pp | 160.69%-140.9pp |
| Employer contribution / active EE | $10,577 | $3,537+199.0% | $4,858+117.7% | $2,671+296.1% |
| Participant deferral / active EE | $8,729 | $6,405+36.3% | $7,759+12.5% | $4,126+111.6% |
| Admin fee / account holder | $285 | $6,977-95.9% | $10,764-97.4% | $5,650-95.0% |