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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 | $50,064 | $56,197-10.9% | $67,652-26.0% | $59,633-16.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 37.45% | 18508.10%-18470.7pp | 6625.40%-6587.9pp | 2041.45%-2004.0pp |
| Employer contribution / active EE | $2,931 | $1,615+81.5% | $2,266+29.4% | $2,203+33.1% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |