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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 | $2,056 | $25,014-91.8% | $69,460-97.0% | $80,911-97.5% |
| Participation rate | 82.7% | 64.2%+18.5pp | 66.4%+16.2pp | 67.6%+15.0pp |
| Annual return | 15.94% | 19.08%-3.1pp | 100.80%-84.9pp | 35.63%-19.7pp |
| Employer contribution / active EE | $508 | $991-48.8% | $1,714-70.4% | $2,756-81.6% |
| Participant deferral / active EE | $1,101 | $1,839-40.2% | $2,890-61.9% | $4,297-74.4% |
| Admin fee / account holder | $181 | $2,491-92.7% | $4,695-96.1% | $6,935-97.4% |