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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 | $53,214 | $59,006-9.8% | $97,260-45.3% | $74,459-28.5% |
| Participation rate | 97.3% | 63.7%+33.6pp | 72.7%+24.7pp | 67.2%+30.1pp |
| Annual return | 20.33% | 16.04%+4.3pp | 75.54%-55.2pp | 1369.70%-1349.4pp |
| Employer contribution / active EE | $2,593 | $1,894+36.9% | $2,721-4.7% | $2,626-1.2% |
| Participant deferral / active EE | $0 | $3,671-100.0% | $4,262-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,974-100.0% | $5,640-100.0% | $1,945-100.0% |