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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 | $102,429-69.7% | $147,096-78.9% | $80,925-61.7% |
| Participation rate | 97.6% | 75.9%+21.8pp | 82.2%+15.5pp | 67.7%+30.0pp |
| Annual return | 18.46% | 135.02%-116.6pp | 419.75%-401.3pp | 35.65%-17.2pp |
| Employer contribution / active EE | $3,056 | $3,716-17.8% | $4,936-38.1% | $2,756+10.9% |
| Participant deferral / active EE | $5,758 | $6,649-13.4% | $8,071-28.7% | $4,299+34.0% |
| Admin fee / account holder | $0 | $7,957-100.0% | $13,005-100.0% | $6,940-100.0% |