Filed October 13, 2025
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,181 | $202,326-55.4% | $172,745-47.8% | $152,870-41.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 1029.72%-1029.7pp | 802.90%-802.9pp | 345.34%-345.3pp |
| Employer contribution / active EE | $1,609 | $5,858-72.5% | $5,144-68.7% | $4,763-66.2% |
| Participant deferral / active EE | $3,523 | $5,948-40.8% | $5,197-32.2% | $5,850-39.8% |
| Admin fee / account holder | $47 | $17,110-99.7% | $13,954-99.7% | $11,597-99.6% |