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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 | $37,757 | $30,385+24.3% | $56,054-32.6% | $74,400-49.3% |
| Participation rate | 95.9% | 32.9%+63.0pp | 52.5%+43.5pp | 67.2%+28.7pp |
| Annual return | 97.44% | 24.92%+72.5pp | 1705.95%-1608.5pp | 1367.51%-1270.1pp |
| Employer contribution / active EE | $203 | $609-66.7% | $1,039-80.5% | $2,624-92.3% |
| Participant deferral / active EE | $0 | $1,174-100.0% | $1,952-100.0% | $4,348-100.0% |
| Admin fee / account holder | $6 | $2,361-99.7% | $2,822-99.8% | $1,944-99.7% |