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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 | $31,484 | $85,171-63.0% | $172,752-81.8% | $72,975-56.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 40.96% | 27.32%+13.6pp | 802.97%-762.0pp | 81.01%-40.0pp |
| Employer contribution / active EE | $3,526 | $3,324+6.1% | $5,144-31.4% | $2,440+44.5% |
| Participant deferral / active EE | $3,077 | $3,260-5.6% | $5,198-40.8% | $3,608-14.7% |
| Admin fee / account holder | $163 | $5,880-97.2% | $13,955-98.8% | $5,124-96.8% |