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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 | $0 | $9,556,684-100.0% | - | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | - | 2.4%-2.4pp |
| Annual return | 6.90% | 22.81%-15.9pp | 111.50%-104.6pp | 22.81%-15.9pp |
| Employer contribution / active EE | $7,086 | $18,290-61.3% | $27,962-74.7% | $18,290-61.3% |
| Participant deferral / active EE | $0 | $603-100.0% | $0 | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | - | $85,222-100.0% |