Filed October 14, 2025
Total covered: 2 employees
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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 | $186,977 | $84,685+120.8% | $73,836+153.2% | $125,389+49.1% |
| Participation rate | 94.1% | 76.8%+17.4pp | 73.4%+20.7pp | 83.2%+10.9pp |
| Annual return | 0.89% | 3123.80%-3122.9pp | 2268.06%-2267.2pp | 282.24%-281.4pp |
| Employer contribution / active EE | $22,159 | $3,123+609.5% | $2,787+695.0% | $4,866+355.4% |
| Participant deferral / active EE | $9,298 | $3,993+132.9% | $3,583+159.5% | $5,352+73.7% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |