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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 | $24,238 | $65,125-62.8% | $143,797-83.1% | $66,949-63.8% |
| Participation rate | 99.1% | 65.2%+33.9pp | 80.3%+18.8pp | 69.8%+29.3pp |
| Annual return | -6.78% | -11.13%+4.4pp | -0.04%-6.7pp | 1.57%-8.3pp |
| Employer contribution / active EE | $1,217 | $2,362-48.5% | $4,952-75.4% | $2,545-52.2% |
| Participant deferral / active EE | $2,407 | $2,920-17.6% | $5,638-57.3% | $4,239-43.2% |
| Admin fee / account holder | $0 | $503-100.0% | $14,679-100.0% | $594-100.0% |