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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 | $54,785 | $59,267-7.6% | $96,565-43.3% | $79,390-31.0% |
| Participation rate | 99.4% | 61.9%+37.5pp | 69.8%+29.5pp | 70.7%+28.7pp |
| Annual return | 37.96% | 27.08%+10.9pp | 37.78%+0.2pp | 116.86%-78.9pp |
| Employer contribution / active EE | $8,219 | $1,216+576.0% | $2,356+248.8% | $2,428+238.6% |
| Participant deferral / active EE | $0 | $2,947-100.0% | $3,848-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $659-100.0% | $6,181-100.0% | $626-100.0% |