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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 | $46,382 | $89,370-48.1% | $141,197-67.2% | $72,976-36.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.89% | 111.88%-86.0pp | 71.41%-45.5pp | 81.02%-55.1pp |
| Employer contribution / active EE | $3,992 | $3,115+28.1% | $4,736-15.7% | $2,440+63.6% |
| Participant deferral / active EE | $5,866 | $5,419+8.3% | $6,710-12.6% | $3,608+62.6% |
| Admin fee / account holder | $193 | $5,957-96.8% | $10,265-98.1% | $5,124-96.2% |