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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 | $67,695 | $91,517-26.0% | $101,275-33.2% | $73,412-7.8% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 1068.54% | 17.17%+1051.4pp | 46.48%+1022.1pp | 59.30%+1009.2pp |
| Employer contribution / active EE | $14,215 | $2,877+394.2% | $3,660+288.4% | $2,234+536.4% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,948-100.0% | $158-100.0% |