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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 | $26,875 | $84,236-68.1% | $170,435-84.2% | $70,126-61.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.63% | 23.06%-5.4pp | 205.94%-188.3pp | 73.15%-55.5pp |
| Employer contribution / active EE | $1,533 | $3,387-54.8% | $5,432-71.8% | $2,343-34.6% |
| Participant deferral / active EE | $3,250 | $3,086+5.3% | $4,939-34.2% | $3,332-2.5% |
| Admin fee / account holder | $288 | $5,698-94.9% | $13,881-97.9% | $4,645-93.8% |