Filed May 14, 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 | $286,245 | $138,102+107.3% | $125,381+128.3% | $134,532+112.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.37% | 750.73%-760.1pp | 572.31%-581.7pp | 418.27%-427.6pp |
| Employer contribution / active EE | $18,044 | $5,245+244.0% | $4,815+274.7% | $4,741+280.6% |
| Participant deferral / active EE | $14,464 | $7,801+85.4% | $7,448+94.2% | $6,401+126.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |