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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 | $41,585 | $46,688-10.9% | $189,758-78.1% | $69,733-40.4% |
| Participation rate | 77.9% | 61.7%+16.2pp | 79.8%-1.9pp | 62.5%+15.4pp |
| Annual return | 13.86% | 14.35%-0.5pp | 52.62%-38.8pp | 15.22%-1.4pp |
| Employer contribution / active EE | $4,718 | $1,695+178.4% | $4,767-1.0% | $2,250+109.7% |
| Participant deferral / active EE | $5,864 | $2,143+173.7% | $5,856+0.1% | $3,054+92.0% |
| Admin fee / account holder | $217 | $1,700-87.3% | $20,388-98.9% | $3,102-93.0% |