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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 | $2,074 | $22,602-90.8% | $65,566-96.8% | $75,173-97.2% |
| Participation rate | 76.6% | 63.1%+13.6pp | 64.9%+11.7pp | 67.2%+9.4pp |
| Annual return | 38.81% | 71.13%-32.3pp | 47.40%-8.6pp | 160.72%-121.9pp |
| Employer contribution / active EE | $555 | $941-41.0% | $1,692-67.2% | $2,671-79.2% |
| Participant deferral / active EE | $1,341 | $1,695-20.9% | $2,832-52.7% | $4,126-67.5% |
| Admin fee / account holder | $58 | $1,877-96.9% | $4,114-98.6% | $5,651-99.0% |