Filed March 14, 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 | $37,472 | $165,381-77.3% | $149,730-75.0% | $158,966-76.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $11,650 | $5,104+128.2% | $4,645+150.8% | $4,762+144.6% |
| Participant deferral / active EE | $19,500 | $7,182+171.5% | $6,843+185.0% | $5,983+225.9% |
| Admin fee / account holder | $52 | $10,809-99.5% | $9,310-99.4% | $11,250-99.5% |