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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 | $35,487 | $78,682-54.9% | $109,188-67.5% | $85,851-58.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 83.20% | 25.09%+58.1pp | 25.76%+57.4pp | 318.63%-235.4pp |
| Employer contribution / active EE | $9,595 | $2,734+251.0% | $3,723+157.7% | $2,565+274.0% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,470-100.0% | $6,755-100.0% | $6,261-100.0% |