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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 | $42,840 | $84,936-49.6% | $111,308-61.5% | $79,391-46.0% |
| Participation rate | 99.3% | 75.9%+23.4pp | 77.3%+22.0pp | 70.7%+28.6pp |
| Annual return | 131.47% | 17.45%+114.0pp | 54.67%+76.8pp | 116.88%+14.6pp |
| Employer contribution / active EE | $10,904 | $1,979+450.9% | $2,732+299.2% | $2,428+349.1% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $2 | $537-99.6% | $7,965-100.0% | $627-99.6% |