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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 | $59,511 | $64,729-8.1% | $112,263-47.0% | $68,490-13.1% |
| Participation rate | 98.6% | 67.2%+31.4pp | 75.1%+23.5pp | 67.9%+30.7pp |
| Annual return | 47.98% | -11.40%+59.4pp | 27.49%+20.5pp | -7.85%+55.8pp |
| Employer contribution / active EE | $11,497 | $2,746+318.7% | $3,636+216.2% | $2,597+342.8% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,222-100.0% | $6,410-100.0% | $5,403-100.0% |