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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 | $81,331+18.3% | $155,534-38.2% | $80,935+18.9% |
| Participation rate | 88.8% | 66.3%+22.5pp | 78.2%+10.5pp | 67.7%+21.1pp |
| Annual return | 16.55% | 33.37%-16.8pp | 64.92%-48.4pp | 35.66%-19.1pp |
| Employer contribution / active EE | $8,162 | $3,105+162.9% | $4,675+74.6% | $2,757+196.1% |
| Participant deferral / active EE | $4,207 | $3,454+21.8% | $5,630-25.3% | $4,299-2.2% |
| Admin fee / account holder | $97 | $7,999-98.8% | $15,900-99.4% | $6,924-98.6% |