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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 | $78,636-15.9% | $105,607-37.4% | $74,459-11.2% |
| Participation rate | 89.2% | 72.8%+16.5pp | 75.3%+13.9pp | 67.2%+22.0pp |
| Annual return | 72.67% | 15.96%+56.7pp | 116.11%-43.4pp | 1369.70%-1297.0pp |
| Employer contribution / active EE | $6,292 | $2,523+149.4% | $3,167+98.7% | $2,626+139.6% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,011-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,220-100.0% | $10,958-100.0% | $1,945-100.0% |