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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 | $54,705 | $55,636-1.7% | $81,982-33.3% | $73,497-25.6% |
| Participation rate | 97.1% | 62.3%+34.8pp | 69.3%+27.9pp | 70.7%+26.5pp |
| Annual return | 65.79% | 19.07%+46.7pp | 41.31%+24.5pp | 28.51%+37.3pp |
| Employer contribution / active EE | $8,544 | $1,625+426.0% | $2,498+242.0% | $2,270+276.4% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $5,665-100.0% | $513-100.0% |