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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 | $72,833 | $49,451+47.3% | $79,580-8.5% | $66,938+8.8% |
| Participation rate | 99.3% | 61.3%+38.0pp | 69.5%+29.8pp | 69.8%+29.5pp |
| Annual return | 55.62% | 84.25%-28.6pp | 0.15%+55.5pp | 1.58%+54.0pp |
| Employer contribution / active EE | $3,751 | $1,266+196.4% | $2,413+55.4% | $2,545+47.4% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,238-100.0% |
| Admin fee / account holder | $1 | $595-99.8% | $6,835-100.0% | $594-99.8% |