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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 | $3,230 | $25,014-87.1% | $69,623-95.4% | $80,935-96.0% |
| Participation rate | 70.6% | 64.2%+6.4pp | 66.4%+4.2pp | 67.7%+2.9pp |
| Annual return | 17.07% | 19.08%-2.0pp | 101.23%-84.2pp | 35.66%-18.6pp |
| Employer contribution / active EE | $812 | $991-18.1% | $1,709-52.5% | $2,757-70.6% |
| Participant deferral / active EE | $1,647 | $1,840-10.4% | $2,890-43.0% | $4,299-61.7% |
| Admin fee / account holder | $207 | $2,491-91.7% | $4,696-95.6% | $6,924-97.0% |