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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 | $35,070 | $76,551-54.2% | $123,894-71.7% | $62,881-44.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.72% | 18.68%-9.0pp | 47.52%-37.8pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,704 | $2,882-40.9% | $4,617-63.1% | $2,281-25.3% |
| Participant deferral / active EE | $3,313 | $4,840-31.5% | $5,984-44.6% | $3,203+3.4% |
| Admin fee / account holder | $90 | $4,826-98.1% | $8,357-98.9% | $4,296-97.9% |