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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 | $194,428 | $44,714+334.8% | $91,227+113.1% | $66,949+190.4% |
| Participation rate | 94.0% | 65.0%+29.0pp | 73.2%+20.8pp | 69.8%+24.1pp |
| Annual return | -5.87% | -12.25%+6.4pp | 114.14%-120.0pp | 1.57%-7.4pp |
| Employer contribution / active EE | $13,063 | $1,710+663.8% | $2,851+358.2% | $2,545+413.2% |
| Participant deferral / active EE | $0 | $3,355-100.0% | $4,234-100.0% | $4,239-100.0% |
| Admin fee / account holder | $10 | $521-98.1% | $5,423-99.8% | $594-98.3% |