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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 | $25,785 | $84,499-69.5% | $125,391-79.4% | $66,949-61.5% |
| Participation rate | 98.4% | 76.4%+22.0pp | 82.4%+16.0pp | 69.8%+28.6pp |
| Annual return | -14.67% | -8.49%-6.2pp | 572.41%-587.1pp | 1.57%-16.2pp |
| Employer contribution / active EE | $2,549 | $3,554-28.3% | $4,816-47.1% | $2,545+0.2% |
| Participant deferral / active EE | $6,078 | $6,785-10.4% | $7,448-18.4% | $4,239+43.4% |
| Admin fee / account holder | $8 | $685-98.8% | $10,009-99.9% | $594-98.6% |