Filed February 19, 2026 (most recent of 2 filings on file)
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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 | $54,261 | $81,358-33.3% | $155,556-65.1% | $80,959-33.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.94% | 33.39%-17.4pp | 64.84%-48.9pp | 35.67%-19.7pp |
| Employer contribution / active EE | $3,190 | $3,106+2.7% | $4,675-31.8% | $2,757+15.7% |
| Participant deferral / active EE | $1,527 | $3,455-55.8% | $5,631-72.9% | $4,300-64.5% |
| Admin fee / account holder | $278 | $7,994-96.5% | $15,885-98.2% | $6,925-96.0% |