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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 | $4,329 | $24,891-82.6% | $69,623-93.8% | $74,459-94.2% |
| Participation rate | 86.9% | 63.4%+23.5pp | 66.4%+20.5pp | 67.2%+19.7pp |
| Annual return | 15.11% | 18.53%-3.4pp | 101.23%-86.1pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $1,074 | $1,005+6.8% | $1,709-37.2% | $2,626-59.1% |
| Participant deferral / active EE | $1,438 | $1,908-24.6% | $2,890-50.2% | $4,350-66.9% |
| Admin fee / account holder | $19 | $1,904-99.0% | $4,696-99.6% | $1,945-99.0% |