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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 | $1,980 | $25,014-92.1% | $69,701-97.2% | $80,874-97.6% |
| Participation rate | 80.0% | 64.2%+15.8pp | 66.4%+13.6pp | 67.6%+12.4pp |
| Annual return | 15.93% | 19.07%-3.1pp | 100.32%-84.4pp | 35.62%-19.7pp |
| Employer contribution / active EE | $716 | $993-27.9% | $1,713-58.2% | $2,756-74.0% |
| Participant deferral / active EE | $1,915 | $1,839+4.1% | $2,887-33.7% | $4,297-55.4% |
| Admin fee / account holder | $251 | $2,488-89.9% | $4,717-94.7% | $6,935-96.4% |