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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 | $10,011 | $76,407-86.9% | $150,298-93.3% | $82,448-87.9% |
| Participation rate | 87.5% | 66.4%+21.1pp | 77.8%+9.7pp | 68.1%+19.4pp |
| Annual return | 22.13% | 39.99%-17.9pp | 62.79%-40.7pp | 41.64%-19.5pp |
| Employer contribution / active EE | $564 | $2,614-78.4% | $4,154-86.4% | $2,551-77.9% |
| Participant deferral / active EE | $2,590 | $3,214-19.4% | $5,453-52.5% | $4,139-37.4% |
| Admin fee / account holder | $185 | $6,352-97.1% | $14,116-98.7% | $7,234-97.4% |