Filed December 2, 2025 (most recent of 3 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 | $136,486 | $138,075-1.2% | $123,552+10.5% | $135,379+0.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.49% | 153.70%-157.2pp | 119.20%-122.7pp | 519.79%-523.3pp |
| Employer contribution / active EE | $7,909 | $5,152+53.5% | $4,628+70.9% | $4,779+65.5% |
| Participant deferral / active EE | $9,080 | $6,800+33.5% | $6,426+41.3% | $5,609+61.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |