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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 | $34,691 | $54,573-36.4% | $90,970-61.9% | $73,497-52.8% |
| Participation rate | 97.6% | 61.2%+36.4pp | 69.0%+28.6pp | 70.7%+26.9pp |
| Annual return | 671.43% | 16.69%+654.7pp | 134.60%+536.8pp | 28.51%+642.9pp |
| Employer contribution / active EE | $7,719 | $991+678.5% | $2,122+263.8% | $2,270+240.0% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $521-100.0% | $5,961-100.0% | $513-100.0% |