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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 | $99,270 | $86,298+15.0% | $111,308-10.8% | $85,847+15.6% |
| Participation rate | 95.9% | 73.3%+22.6pp | 77.3%+18.6pp | 69.3%+26.6pp |
| Annual return | 1489.82% | 19.99%+1469.8pp | 54.67%+1435.2pp | 318.61%+1171.2pp |
| Employer contribution / active EE | $14,351 | $2,044+602.2% | $2,732+425.3% | $2,565+459.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1 | $8,189-100.0% | $7,965-100.0% | $6,261-100.0% |