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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 | $45,294 | $64,176-29.4% | $112,263-59.7% | $66,949-32.3% |
| Participation rate | 99.1% | 68.4%+30.7pp | 75.1%+24.1pp | 69.8%+29.3pp |
| Annual return | 90.90% | -13.80%+104.7pp | 27.49%+63.4pp | 1.57%+89.3pp |
| Employer contribution / active EE | $1,452 | $3,007-51.7% | $3,636-60.1% | $2,545-42.9% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |