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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 | $78,607-15.9% | $105,624-37.4% | $74,478-11.2% |
| Participation rate | 89.2% | 72.8%+16.4pp | 75.3%+13.9pp | 67.2%+22.0pp |
| Annual return | 72.67% | 15.96%+56.7pp | 116.20%-43.5pp | 1370.56%-1297.9pp |
| Employer contribution / active EE | $6,292 | $2,523+149.4% | $3,168+98.6% | $2,626+139.6% |
| Participant deferral / active EE | $0 | $4,325-100.0% | $5,013-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,220-100.0% | $10,961-100.0% | $1,946-100.0% |