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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 | $3,135 | $29,736-89.5% | $56,033-94.4% | $80,935-96.1% |
| Participation rate | 90.4% | 41.7%+48.7pp | 52.5%+37.9pp | 67.7%+22.7pp |
| Annual return | 14.38% | 35.28%-20.9pp | 1711.38%-1697.0pp | 35.66%-21.3pp |
| Employer contribution / active EE | $623 | $671-7.2% | $1,041-40.2% | $2,757-77.4% |
| Participant deferral / active EE | $942 | $1,228-23.3% | $1,954-51.8% | $4,299-78.1% |
| Admin fee / account holder | $56 | $2,434-97.7% | $2,827-98.0% | $6,924-99.2% |