Filed October 27, 2025
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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,583 | $209,428+26.8% | $178,498+48.8% | $158,950+67.1% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 23.77% | 188.78%-165.0pp | 151.09%-127.3pp | 302.91%-279.1pp |
| Employer contribution / active EE | $4,425 | $5,707-22.5% | $5,011-11.7% | $4,762-7.1% |
| Participant deferral / active EE | $6,184 | $5,955+3.9% | $5,202+18.9% | $5,983+3.4% |
| Admin fee / account holder | $9 | $17,077-99.9% | $13,985-99.9% | $11,248-99.9% |