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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 | $23,854 | $55,470-57.0% | $155,556-84.7% | $74,478-68.0% |
| Participation rate | 97.1% | 61.9%+35.2pp | 78.2%+18.9pp | 67.2%+29.9pp |
| Annual return | 13.08% | 269.80%-256.7pp | 64.84%-51.8pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $1,884 | $2,267-16.9% | $4,675-59.7% | $2,626-28.3% |
| Participant deferral / active EE | $2,584 | $2,838-8.9% | $5,631-54.1% | $4,350-40.6% |
| Admin fee / account holder | $6 | $1,744-99.7% | $15,885-100.0% | $1,946-99.7% |