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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 | $38,818 | $65,437-40.7% | $86,698-55.2% | $66,949-42.0% |
| Participation rate | 79.2% | 75.5%+3.7pp | 76.6%+2.6pp | 69.8%+9.3pp |
| Annual return | -4.67% | -10.91%+6.2pp | 35.96%-40.6pp | 1.57%-6.2pp |
| Employer contribution / active EE | $3,161 | $2,154+46.8% | $2,837+11.4% | $2,545+24.2% |
| Participant deferral / active EE | $8,226 | $4,102+100.5% | $4,656+76.7% | $4,239+94.0% |
| Admin fee / account holder | $189 | $642-70.5% | $7,492-97.5% | $594-68.1% |