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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 | $59,153 | $80,731-26.7% | $103,374-42.8% | $74,546-20.6% |
| Participation rate | 96.8% | 65.7%+31.1pp | 74.5%+22.3pp | 67.2%+29.6pp |
| Annual return | 70.07% | 27.56%+42.5pp | 24.89%+45.2pp | 1366.03%-1296.0pp |
| Employer contribution / active EE | $4,318 | $3,158+36.7% | $3,869+11.6% | $2,624+64.5% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |