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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 | $34,355 | $95,406-64.0% | $185,849-81.5% | $85,847-60.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 21.80% | 23.59%-1.8pp | 122.10%-100.3pp | 318.61%-296.8pp |
| Employer contribution / active EE | $456 | $3,314-86.2% | $5,169-91.2% | $2,565-82.2% |
| Participant deferral / active EE | $4,061 | $3,424+18.6% | $5,569-27.1% | $3,952+2.7% |
| Admin fee / account holder | $290 | $7,214-96.0% | $16,244-98.2% | $6,261-95.4% |