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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 | $106,524-59.9% | $152,301-72.0% | $87,485-51.2% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.4%+15.1pp | 68.9%+28.7pp |
| Annual return | 21.45% | 26.89%-5.4pp | 80.50%-59.1pp | 26.06%-4.6pp |
| Employer contribution / active EE | $2,883 | $3,371-14.5% | $4,624-37.6% | $2,596+11.1% |
| Participant deferral / active EE | $5,796 | $6,525-11.2% | $8,004-27.6% | $4,274+35.6% |
| Admin fee / account holder | $0 | $8,287-100.0% | $14,398-100.0% | $7,775-100.0% |