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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 | $78,483-15.8% | $106,201-37.7% | $74,546-11.3% |
| Participation rate | 89.2% | 72.8%+16.4pp | 75.3%+13.9pp | 67.2%+22.0pp |
| Annual return | 72.67% | 15.94%+56.7pp | 116.26%-43.6pp | 1366.03%-1293.4pp |
| Employer contribution / active EE | $6,292 | $2,522+149.5% | $3,170+98.5% | $2,624+139.8% |
| Participant deferral / active EE | $0 | $4,320-100.0% | $5,012-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,236-100.0% | $11,039-100.0% | $1,944-100.0% |