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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 | $64,417 | $65,378-1.5% | $87,103-26.0% | $65,186-1.2% |
| Participation rate | 98.5% | 75.3%+23.2pp | 76.9%+21.7pp | 70.2%+28.3pp |
| Annual return | 597.11% | 31.28%+565.8pp | 28.19%+568.9pp | 29.39%+567.7pp |
| Employer contribution / active EE | $9,562 | $1,823+424.6% | $2,521+279.2% | $2,177+339.3% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,491-100.0% | $847-100.0% |