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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 | $119,788 | $82,188+45.7% | $125,391-4.5% | $64,824+84.8% |
| Participation rate | 95.6% | 77.9%+17.7pp | 82.4%+13.2pp | 71.5%+24.1pp |
| Annual return | 0.00% | 3.50%-3.5pp | 572.41%-572.4pp | 32.84%-32.8pp |
| Employer contribution / active EE | $6,169 | $3,617+70.5% | $4,816+28.1% | $2,507+146.0% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,009-100.0% | $188-100.0% |