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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 | $36,190 | $71,534-49.4% | $98,462-63.2% | $71,529-49.4% |
| Participation rate | 92.1% | 72.7%+19.4pp | 75.2%+16.9pp | 67.9%+24.2pp |
| Annual return | 559.91% | 32.44%+527.5pp | 21.17%+538.7pp | 28.97%+530.9pp |
| Employer contribution / active EE | $7,024 | $2,399+192.7% | $3,049+130.4% | $2,590+171.2% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,677-100.0% | $8,875-100.0% | $1,588-100.0% |