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 | $83,432 | $85,171-2.0% | $172,752-51.7% | $72,975+14.3% |
| Participation rate | 92.3% | 70.1%+22.2pp | 82.6%+9.7pp | 69.5%+22.8pp |
| Annual return | 21.41% | 27.32%-5.9pp | 802.97%-781.6pp | 81.01%-59.6pp |
| Employer contribution / active EE | $3,924 | $3,324+18.0% | $5,144-23.7% | $2,440+60.8% |
| Participant deferral / active EE | $1,799 | $3,260-44.8% | $5,198-65.4% | $3,608-50.1% |
| Admin fee / account holder | $95 | $5,880-98.4% | $13,955-99.3% | $5,124-98.2% |