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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 | $57,500 | $155,795-63.1% | $136,298-57.8% | $69,631-17.4% |
| Participation rate | 98.9% | 75.2%+23.7pp | 81.9%+17.0pp | 70.7%+28.3pp |
| Annual return | 65.65% | 232464.33%-232398.7pp | 5156.27%-5090.6pp | 27571.02%-27505.4pp |
| Employer contribution / active EE | $6,484 | $2,991+116.8% | $4,696+38.1% | $2,032+219.1% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,244-100.0% | $110-100.0% |