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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,811 | $54,239-63.5% | $70,098-71.7% | $68,495-71.1% |
| Participation rate | 93.2% | 64.5%+28.7pp | 70.5%+22.7pp | 67.9%+25.3pp |
| Annual return | -11.61% | -13.87%+2.3pp | 190.76%-202.4pp | -7.84%-3.8pp |
| Employer contribution / active EE | $2,478 | $2,019+22.7% | $2,560-3.2% | $2,596-4.6% |
| Participant deferral / active EE | $1,704 | $2,957-42.4% | $3,849-55.7% | $4,028-57.7% |
| Admin fee / account holder | $260 | $4,691-94.5% | $6,266-95.9% | $5,403-95.2% |