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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 | $2,812 | $25,014-88.8% | $69,623-96.0% | $80,935-96.5% |
| Participation rate | 87.0% | 64.2%+22.8pp | 66.4%+20.6pp | 67.7%+19.4pp |
| Annual return | 17.74% | 19.08%-1.3pp | 101.23%-83.5pp | 35.66%-17.9pp |
| Employer contribution / active EE | $890 | $991-10.2% | $1,709-47.9% | $2,757-67.7% |
| Participant deferral / active EE | $1,511 | $1,840-17.9% | $2,890-47.7% | $4,299-64.9% |
| Admin fee / account holder | $171 | $2,491-93.1% | $4,696-96.3% | $6,924-97.5% |