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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 | $43,496-4.4% | $161,489-74.2% | $64,340-35.4% |
| Participation rate | 77.9% | 53.5%+24.4pp | 78.7%-0.8pp | 55.2%+22.6pp |
| Annual return | 13.86% | 20.76%-6.9pp | 89.72%-75.9pp | 24.14%-10.3pp |
| Employer contribution / active EE | $4,718 | $1,431+229.8% | $4,268+10.5% | $1,862+153.4% |
| Participant deferral / active EE | $5,864 | $1,996+193.8% | $5,630+4.2% | $2,980+96.7% |
| Admin fee / account holder | $217 | $2,330-90.7% | $16,006-98.6% | $3,703-94.1% |