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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 | $18,182 | $65,083-72.1% | $143,788-87.4% | $66,930-72.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -14.52% | -11.13%-3.4pp | -0.03%-14.5pp | 1.57%-16.1pp |
| Employer contribution / active EE | $1,900 | $2,361-19.5% | $4,952-61.6% | $2,545-25.3% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $502-100.0% | $14,675-100.0% | $593-100.0% |