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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 | $14,018 | $61,391-77.2% | $149,723-90.6% | $71,529-80.4% |
| Participation rate | 79.6% | 62.5%+17.1pp | 78.8%+0.8pp | 67.9%+11.7pp |
| Annual return | 20.19% | 35.88%-15.7pp | 134.50%-114.3pp | 28.97%-8.8pp |
| Employer contribution / active EE | $2,828 | $2,384+18.6% | $4,821-41.3% | $2,590+9.2% |
| Participant deferral / active EE | $2,000 | $2,921-31.5% | $5,682-64.8% | $4,291-53.4% |
| Admin fee / account holder | $0 | $1,264-100.0% | $13,215-100.0% | $1,588-100.0% |