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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% | $69,611-97.2% | $80,925-97.6% |
| Participation rate | 80.0% | 64.2%+15.8pp | 66.4%+13.6pp | 67.7%+12.3pp |
| Annual return | 15.93% | 19.08%-3.2pp | 101.14%-85.2pp | 35.65%-19.7pp |
| Employer contribution / active EE | $716 | $991-27.8% | $1,709-58.1% | $2,756-74.0% |
| Participant deferral / active EE | $1,915 | $1,840+4.1% | $2,891-33.8% | $4,299-55.5% |
| Admin fee / account holder | $251 | $2,491-89.9% | $4,696-94.7% | $6,940-96.4% |