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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 | $37,665 | $29,733+26.7% | $56,025-32.8% | $80,959-53.5% |
| Participation rate | 86.0% | 41.7%+44.3pp | 52.5%+33.5pp | 67.7%+18.4pp |
| Annual return | 12.89% | 35.28%-22.4pp | 1712.69%-1699.8pp | 35.67%-22.8pp |
| Employer contribution / active EE | $2,556 | $672+280.5% | $1,042+145.4% | $2,757-7.3% |
| Participant deferral / active EE | $4,881 | $1,229+297.0% | $1,955+149.7% | $4,300+13.5% |
| Admin fee / account holder | $12 | $2,434-99.5% | $2,828-99.6% | $6,925-99.8% |