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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 | $25,760 | $73,848-65.1% | $143,799-82.1% | $68,486-62.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 9.19% | 0.91%+8.3pp | -0.04%+9.2pp | -7.85%+17.0pp |
| Employer contribution / active EE | $2,783 | $3,184-12.6% | $4,952-43.8% | $2,597+7.2% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |