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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 | $18,244 | $77,638-76.5% | $156,551-88.3% | $62,881-71.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.92% | 50.33%-45.4pp | 32.23%-27.3pp | 20.14%-15.2pp |
| Employer contribution / active EE | $3,624 | $3,444+5.2% | $5,501-34.1% | $2,281+58.9% |
| Participant deferral / active EE | $2,838 | $3,046-6.8% | $4,871-41.7% | $3,203-11.4% |
| Admin fee / account holder | $108 | $5,561-98.0% | $13,028-99.2% | $4,296-97.5% |