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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 | $16,943 | $55,472-69.5% | $155,567-89.1% | $74,546-77.3% |
| Participation rate | 78.7% | 61.9%+16.8pp | 78.2%+0.5pp | 67.2%+11.5pp |
| Annual return | 11.32% | 268.72%-257.4pp | 64.74%-53.4pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $3,052 | $2,269+34.5% | $4,674-34.7% | $2,624+16.3% |
| Participant deferral / active EE | $2,657 | $2,838-6.4% | $5,628-52.8% | $4,347-38.9% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,916-100.0% | $1,944-100.0% |