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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 | $42,713 | $106,749-60.0% | $145,433-70.6% | $82,448-48.2% |
| Participation rate | 97.6% | 75.6%+21.9pp | 82.1%+15.5pp | 68.1%+29.5pp |
| Annual return | 21.45% | 27.59%-6.1pp | 66.58%-45.1pp | 41.64%-20.2pp |
| Employer contribution / active EE | $2,883 | $3,444-16.3% | $4,554-36.7% | $2,551+13.0% |
| Participant deferral / active EE | $5,796 | $6,519-11.1% | $7,897-26.6% | $4,139+40.0% |
| Admin fee / account holder | $0 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |