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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 | $38,894 | $64,705-39.9% | $62,929-38.2% | $67,986-42.8% |
| Participation rate | 99.0% | 65.6%+33.4pp | 73.1%+25.9pp | 57.2%+41.8pp |
| Annual return | 19.31% | 20.31%-1.0pp | 1063.93%-1044.6pp | 31.67%-12.4pp |
| Employer contribution / active EE | $2,800 | $2,376+17.9% | $2,505+11.8% | $2,019+38.7% |
| Participant deferral / active EE | $5,555 | $3,198+73.7% | $3,888+42.9% | $3,358+65.4% |
| Admin fee / account holder | $72 | $1,428-95.0% | $5,065-98.6% | $3,203-97.8% |