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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 | $70,132 | $89,652-21.8% | $141,191-50.3% | $65,185+7.6% |
| Participation rate | 98.1% | 74.7%+23.4pp | 82.5%+15.7pp | 70.2%+27.9pp |
| Annual return | 89.18% | 32.79%+56.4pp | 71.41%+17.8pp | 29.38%+59.8pp |
| Employer contribution / active EE | $16,037 | $3,065+423.3% | $4,736+238.6% | $2,177+636.7% |
| Participant deferral / active EE | $8,553 | $5,691+50.3% | $6,710+27.5% | $3,514+143.4% |
| Admin fee / account holder | $168 | $569-70.5% | $10,264-98.4% | $847-80.2% |