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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 | $80,731+2.7% | $103,374-19.8% | $74,546+11.2% |
| Participation rate | 98.6% | 65.7%+32.9pp | 74.5%+24.1pp | 67.2%+31.4pp |
| Annual return | 295.69% | 27.56%+268.1pp | 24.89%+270.8pp | 1366.03%-1070.3pp |
| Employer contribution / active EE | $11,775 | $3,158+272.9% | $3,869+204.3% | $2,624+348.7% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |