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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 | $74,477 | $46,745+59.3% | $60,547+23.0% | $52,331+42.3% |
| Participation rate | 100.0% | 58.6%+41.4pp | 68.0%+32.0pp | 68.1%+31.9pp |
| Annual return | 9.53% | 0.61%+8.9pp | 335.64%-326.1pp | 4.54%+5.0pp |
| Employer contribution / active EE | $10,702 | $1,259+750.1% | $2,419+342.3% | $1,882+468.7% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $3,328-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $4,536-100.0% | $592-100.0% |