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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 | $82,910 | $80,748+2.7% | $102,383-19.0% | $74,429+11.4% |
| Participation rate | 98.6% | 65.7%+32.9pp | 74.5%+24.1pp | 67.2%+31.4pp |
| Annual return | 295.69% | 27.57%+268.1pp | 24.94%+270.8pp | 1368.38%-1072.7pp |
| Employer contribution / active EE | $11,775 | $3,159+272.7% | $3,870+204.2% | $2,625+348.6% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |