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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 | $96,197 | $81,276+18.4% | $155,574-38.2% | $80,925+18.9% |
| Participation rate | 88.8% | 66.2%+22.5pp | 78.2%+10.5pp | 67.7%+21.1pp |
| Annual return | 16.55% | 33.36%-16.8pp | 64.87%-48.3pp | 35.65%-19.1pp |
| Employer contribution / active EE | $8,162 | $3,103+163.0% | $4,676+74.6% | $2,756+196.1% |
| Participant deferral / active EE | $4,207 | $3,453+21.8% | $5,629-25.3% | $4,299-2.1% |
| Admin fee / account holder | $97 | $7,993-98.8% | $15,914-99.4% | $6,940-98.6% |