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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 | $11,273 | $23,224-51.5% | $71,089-84.1% | $55,725-79.8% |
| Participation rate | 94.6% | 37.9%+56.7pp | 54.6%+40.0pp | 70.9%+23.8pp |
| Annual return | -2.44% | -2.87%+0.4pp | 650.65%-653.1pp | 244.93%-247.4pp |
| Employer contribution / active EE | $1,923 | $436+340.9% | $1,088+76.8% | $2,078-7.5% |
| Participant deferral / active EE | $0 | $929-100.0% | $1,873-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $118-99.9% | $3,082-100.0% | $115-99.9% |