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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 | $18,760 | $48,314-61.2% | $67,561-72.2% | $80,925-76.8% |
| Participation rate | 98.8% | 66.4%+32.4pp | 72.9%+25.9pp | 67.7%+31.1pp |
| Annual return | 16.07% | 18.28%-2.2pp | 3525.44%-3509.4pp | 35.65%-19.6pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,275 | $2,927+46.1% | $4,003+6.8% | $4,299-0.5% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |