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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 | $36,448 | $98,776-63.1% | $149,745-75.7% | $79,856-54.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.60% | 27.38%-13.8pp | 276.72%-263.1pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,896 | $3,217-41.1% | $4,646-59.2% | $2,471-23.3% |
| Participant deferral / active EE | $4,437 | $5,681-21.9% | $6,843-35.2% | $3,741+18.6% |
| Admin fee / account holder | $282 | $6,053-95.3% | $9,312-97.0% | $5,306-94.7% |