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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 | $66,111 | $78,562-15.8% | $105,608-37.4% | $74,429-11.2% |
| Participation rate | 89.2% | 72.8%+16.4pp | 75.3%+13.9pp | 67.2%+22.0pp |
| Annual return | 72.67% | 15.94%+56.7pp | 116.50%-43.8pp | 1368.38%-1295.7pp |
| Employer contribution / active EE | $6,292 | $2,521+149.6% | $3,167+98.7% | $2,625+139.7% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,217-100.0% | $11,028-100.0% | $1,944-100.0% |