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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 | $16,910 | $58,312-71.0% | $86,656-80.5% | $71,529-76.4% |
| Participation rate | 97.4% | 65.0%+32.4pp | 71.7%+25.7pp | 67.9%+29.5pp |
| Annual return | 27.79% | 24.08%+3.7pp | 593.09%-565.3pp | 28.97%-1.2pp |
| Employer contribution / active EE | $3,361 | $2,576+30.5% | $3,025+11.1% | $2,590+29.8% |
| Participant deferral / active EE | $3,066 | $3,439-10.9% | $4,439-30.9% | $4,291-28.6% |
| Admin fee / account holder | $0 | $1,057-100.0% | $5,619-100.0% | $1,588-100.0% |