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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 | $112,704 | $60,788+85.4% | $85,705+31.5% | $79,389+42.0% |
| Participation rate | 95.4% | 62.1%+33.3pp | 69.9%+25.5pp | 70.7%+24.7pp |
| Annual return | 103.49% | 16.57%+86.9pp | 21.49%+82.0pp | 116.89%-13.4pp |
| Employer contribution / active EE | $8,484 | $1,664+409.7% | $2,619+223.9% | $2,428+249.4% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $3,924-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $439-100.0% | $6,877-100.0% | $626-100.0% |