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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 | $2,070 | $25,014-91.7% | $69,632-97.0% | $80,959-97.4% |
| Participation rate | 84.0% | 64.2%+19.8pp | 66.4%+17.6pp | 67.7%+16.3pp |
| Annual return | 17.85% | 19.08%-1.2pp | 101.32%-83.5pp | 35.67%-17.8pp |
| Employer contribution / active EE | $448 | $991-54.8% | $1,708-73.8% | $2,757-83.7% |
| Participant deferral / active EE | $1,190 | $1,840-35.3% | $2,889-58.8% | $4,300-72.3% |
| Admin fee / account holder | $270 | $2,491-89.2% | $4,695-94.2% | $6,925-96.1% |