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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 | $2,021 | $27,826-92.7% | $65,566-96.9% | $71,511-97.2% |
| Participation rate | 74.5% | 57.6%+16.9pp | 64.9%+9.6pp | 67.9%+6.6pp |
| Annual return | 25.84% | 41.56%-15.7pp | 47.40%-21.6pp | 28.86%-3.0pp |
| Employer contribution / active EE | $523 | $1,405-62.8% | $1,692-69.1% | $2,589-79.8% |
| Participant deferral / active EE | $1,105 | $1,861-40.6% | $2,832-61.0% | $4,291-74.2% |
| Admin fee / account holder | $137 | $3,850-96.4% | $4,114-96.7% | $1,588-91.4% |