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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 | $29,875 | $60,349-50.5% | $74,184-59.7% | $62,881-52.5% |
| Participation rate | 93.8% | 72.7%+21.0pp | 76.6%+17.1pp | 69.3%+24.4pp |
| Annual return | 6.49% | 21.38%-14.9pp | 17.74%-11.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $677 | $1,680-59.7% | $2,370-71.4% | $2,281-70.3% |
| Participant deferral / active EE | $2,787 | $2,856-2.4% | $3,550-21.5% | $3,203-13.0% |
| Admin fee / account holder | $211 | $4,261-95.1% | $5,586-96.2% | $4,296-95.1% |