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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 | $2,433 | $25,014-90.3% | $69,632-96.5% | $80,959-97.0% |
| Participation rate | 81.8% | 64.2%+17.6pp | 66.4%+15.4pp | 67.7%+14.2pp |
| Annual return | 17.95% | 19.08%-1.1pp | 101.32%-83.4pp | 35.67%-17.7pp |
| Employer contribution / active EE | $897 | $991-9.5% | $1,708-47.5% | $2,757-67.5% |
| Participant deferral / active EE | $1,943 | $1,840+5.6% | $2,889-32.8% | $4,300-54.8% |
| Admin fee / account holder | $191 | $2,491-92.3% | $4,695-95.9% | $6,925-97.2% |