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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 | $8,753 | $76,407-88.5% | $150,298-94.2% | $82,448-89.4% |
| Participation rate | 97.8% | 66.4%+31.4pp | 77.8%+20.0pp | 68.1%+29.7pp |
| Annual return | 48.84% | 39.99%+8.8pp | 62.79%-13.9pp | 41.64%+7.2pp |
| Employer contribution / active EE | $439 | $2,614-83.2% | $4,154-89.4% | $2,551-82.8% |
| Participant deferral / active EE | $3,454 | $3,214+7.5% | $5,453-36.7% | $4,139-16.6% |
| Admin fee / account holder | $143 | $6,352-97.7% | $14,116-99.0% | $7,234-98.0% |