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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 | $185,415 | $60,488+206.5% | $109,907+68.7% | $79,391+133.5% |
| Participation rate | 92.5% | 67.0%+25.5pp | 74.2%+18.3pp | 70.7%+21.8pp |
| Annual return | 65.57% | 189.57%-124.0pp | 29.46%+36.1pp | 116.88%-51.3pp |
| Employer contribution / active EE | $3,760 | $1,649+128.0% | $2,844+32.2% | $2,428+54.9% |
| Participant deferral / active EE | $0 | $3,220-100.0% | $4,047-100.0% | $4,046-100.0% |
| Admin fee / account holder | $15 | $605-97.5% | $6,069-99.8% | $627-97.6% |