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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 | $41,016+1.4% | $152,093-72.7% | $64,097-35.1% |
| Participation rate | 77.9% | 51.3%+26.5pp | 77.8%+0.1pp | 55.2%+22.7pp |
| Annual return | 13.86% | 39.60%-25.7pp | 66.36%-52.5pp | 34.64%-20.8pp |
| Employer contribution / active EE | $4,718 | $1,342+251.5% | $4,175+13.0% | $1,891+149.4% |
| Participant deferral / active EE | $5,864 | $1,927+204.2% | $5,451+7.6% | $3,080+90.4% |
| Admin fee / account holder | $217 | $2,305-90.6% | $14,497-98.5% | $3,454-93.7% |