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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 | $79,266 | $83,023-4.5% | $102,437-22.6% | $77,762+1.9% |
| Participation rate | 98.4% | 71.5%+26.9pp | 74.5%+23.9pp | 70.6%+27.8pp |
| Annual return | 628.74% | 19.12%+609.6pp | 24.95%+603.8pp | 31.27%+597.5pp |
| Employer contribution / active EE | $8,506 | $3,552+139.4% | $3,871+119.8% | $2,728+211.8% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |