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 | $202,342-55.4% | $172,753-47.8% | $152,909-41.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 1029.88%-1029.9pp | 803.00%-803.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,609 | $5,857-72.5% | $5,144-68.7% | $4,764-66.2% |
| Participant deferral / active EE | $3,523 | $5,948-40.8% | $5,198-32.2% | $5,851-39.8% |
| Admin fee / account holder | $47 | $17,112-99.7% | $13,956-99.7% | $11,601-99.6% |