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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 | $31,033 | $102,422-69.7% | $147,117-78.9% | $80,959-61.7% |
| Participation rate | 97.6% | 75.9%+21.8pp | 82.2%+15.5pp | 67.7%+30.0pp |
| Annual return | 18.46% | 135.16%-116.7pp | 420.54%-402.1pp | 35.67%-17.2pp |
| Employer contribution / active EE | $3,056 | $3,717-17.8% | $4,932-38.1% | $2,757+10.8% |
| Participant deferral / active EE | $5,758 | $6,652-13.4% | $8,065-28.6% | $4,300+33.9% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |