Filed June 25, 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 | $70,888 | $88,710-20.1% | $81,783-13.3% | $145,959-51.4% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.4%+22.4pp | 80.3%+14.5pp |
| Annual return | 13.46% | 1027.26%-1013.8pp | 775.05%-761.6pp | 561.95%-548.5pp |
| Employer contribution / active EE | $2,959 | $3,083-4.0% | $2,913+1.6% | $4,661-36.5% |
| Participant deferral / active EE | $7,767 | $4,645+67.2% | $4,320+79.8% | $6,689+16.1% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |