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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 | $16,810 | $46,732-64.0% | $156,551-89.3% | $55,167-69.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 7.29% | 17.72%-10.4pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,398 | $2,105-33.6% | $5,501-74.6% | $1,963-28.8% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |