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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 | $12,081 | $48,053-74.9% | $84,628-85.7% | $72,975-83.4% |
| Participation rate | 81.0% | 57.6%+23.4pp | 68.2%+12.7pp | 69.5%+11.5pp |
| Annual return | 23.15% | 37.39%-14.2pp | 258.80%-235.6pp | 81.01%-57.9pp |
| Employer contribution / active EE | $768 | $1,602-52.1% | $2,653-71.1% | $2,440-68.5% |
| Participant deferral / active EE | $3,762 | $2,681+40.3% | $3,900-3.5% | $3,608+4.3% |
| Admin fee / account holder | $146 | $3,395-95.7% | $4,914-97.0% | $5,124-97.1% |