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 | $112,374 | $209,422-46.3% | $178,503-37.0% | $158,982-29.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 39.31% | 188.81%-149.5pp | 151.12%-111.8pp | 302.99%-263.7pp |
| Employer contribution / active EE | $2,692 | $5,707-52.8% | $5,011-46.3% | $4,763-43.5% |
| Participant deferral / active EE | $5,511 | $5,955-7.5% | $5,202+5.9% | $5,983-7.9% |
| Admin fee / account holder | $39 | $17,079-99.8% | $13,987-99.7% | $11,252-99.7% |