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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 | $2,488 | $22,602-89.0% | $65,328-96.2% | $75,181-96.7% |
| Participation rate | 86.0% | 63.1%+22.9pp | 64.9%+21.1pp | 67.2%+18.8pp |
| Annual return | 31.69% | 71.13%-39.4pp | 47.39%-15.7pp | 160.69%-129.0pp |
| Employer contribution / active EE | $1,138 | $941+20.9% | $1,692-32.8% | $2,671-57.4% |
| Participant deferral / active EE | $890 | $1,695-47.5% | $2,832-68.6% | $4,126-78.4% |
| Admin fee / account holder | $113 | $1,877-94.0% | $4,116-97.3% | $5,650-98.0% |