Filed October 8, 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 | $59,763 | $107,353-44.3% | $92,903-35.7% | $152,885-60.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.12% | 145.62%-123.5pp | 109.43%-87.3pp | 345.39%-323.3pp |
| Employer contribution / active EE | $1,654 | $4,222-60.8% | $3,653-54.7% | $4,763-65.3% |
| Participant deferral / active EE | $9,855 | $4,848+103.3% | $4,238+132.6% | $5,851+68.4% |
| Admin fee / account holder | $277 | $7,081-96.1% | $5,795-95.2% | $11,598-97.6% |