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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 | $30,437+24.0% | $56,033-32.6% | $74,459-49.3% |
| Participation rate | 95.9% | 32.9%+63.1pp | 52.5%+43.4pp | 67.2%+28.7pp |
| Annual return | 97.44% | 24.96%+72.5pp | 1711.38%-1613.9pp | 1369.70%-1272.3pp |
| Employer contribution / active EE | $203 | $610-66.8% | $1,041-80.5% | $2,626-92.3% |
| Participant deferral / active EE | $0 | $1,176-100.0% | $1,954-100.0% | $4,350-100.0% |
| Admin fee / account holder | $6 | $2,363-99.7% | $2,827-99.8% | $1,945-99.7% |