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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 | $51,795 | $54,320-4.6% | $67,652-23.4% | $52,331-1.0% |
| Participation rate | 97.0% | 73.6%+23.4pp | 75.7%+21.3pp | 68.1%+28.9pp |
| Annual return | 46.87% | 6.81%+40.1pp | 6625.40%-6578.5pp | 4.54%+42.3pp |
| Employer contribution / active EE | $6,404 | $1,544+314.8% | $2,266+182.7% | $1,882+240.3% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |