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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 | $16,136 | $56,339-71.4% | $104,299-84.5% | $68,490-76.4% |
| Participation rate | 94.9% | 63.3%+31.6pp | 73.3%+21.6pp | 67.9%+27.0pp |
| Annual return | -19.06% | -9.19%-9.9pp | 24.62%-43.7pp | -7.85%-11.2pp |
| Employer contribution / active EE | $1,072 | $1,960-45.3% | $3,373-68.2% | $2,597-58.7% |
| Participant deferral / active EE | $2,293 | $3,077-25.5% | $4,626-50.4% | $4,028-43.1% |
| Admin fee / account holder | $103 | $4,902-97.9% | $7,339-98.6% | $5,403-98.1% |