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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 | $2,435 | $24,891-90.2% | $69,632-96.5% | $74,478-96.7% |
| Participation rate | 71.3% | 63.4%+7.8pp | 66.4%+4.9pp | 67.2%+4.1pp |
| Annual return | 16.58% | 18.53%-2.0pp | 101.32%-84.7pp | 1370.56%-1354.0pp |
| Employer contribution / active EE | $672 | $1,005-33.2% | $1,708-60.7% | $2,626-74.4% |
| Participant deferral / active EE | $1,450 | $1,908-24.0% | $2,889-49.8% | $4,350-66.7% |
| Admin fee / account holder | $278 | $1,904-85.4% | $4,695-94.1% | $1,946-85.7% |