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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 | $2,284 | $25,014-90.9% | $69,623-96.7% | $80,935-97.2% |
| Participation rate | 75.5% | 64.2%+11.3pp | 66.4%+9.1pp | 67.7%+7.9pp |
| Annual return | 17.13% | 19.08%-2.0pp | 101.23%-84.1pp | 35.66%-18.5pp |
| Employer contribution / active EE | $581 | $991-41.4% | $1,709-66.0% | $2,757-78.9% |
| Participant deferral / active EE | $1,167 | $1,840-36.6% | $2,890-59.6% | $4,299-72.9% |
| Admin fee / account holder | $245 | $2,491-90.2% | $4,696-94.8% | $6,924-96.5% |