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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 | $18,154 | $75,832-76.1% | $147,617-87.7% | $59,633-69.6% |
| Participation rate | 96.7% | 71.6%+25.1pp | 84.6%+12.1pp | 68.7%+28.0pp |
| Annual return | 2.47% | 0.37%+2.1pp | 61.98%-59.5pp | 2041.45%-2039.0pp |
| Employer contribution / active EE | $1,173 | $3,485-66.3% | $5,564-78.9% | $2,203-46.8% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |