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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 | $55,472-57.0% | $155,567-84.7% | $74,546-68.0% |
| Participation rate | 97.1% | 61.9%+35.2pp | 78.2%+18.9pp | 67.2%+29.9pp |
| Annual return | 13.08% | 268.72%-255.6pp | 64.74%-51.7pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $1,884 | $2,269-17.0% | $4,674-59.7% | $2,624-28.2% |
| Participant deferral / active EE | $2,584 | $2,838-8.9% | $5,628-54.1% | $4,347-40.6% |
| Admin fee / account holder | $6 | $1,743-99.7% | $15,916-100.0% | $1,944-99.7% |