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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 | $27,248 | $51,184-46.8% | $66,439-59.0% | $86,983-68.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 11.31% | 17.07%-5.8pp | 757.66%-746.4pp | 25.83%-14.5pp |
| Employer contribution / active EE | $3,645 | $2,023+80.2% | $2,637+38.2% | $2,584+41.0% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $3,876-100.0% | $4,194-100.0% |
| Admin fee / account holder | $0 | $4,154-100.0% | $6,173-100.0% | $7,856-100.0% |