Filed May 21, 2026
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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 | $82,498 | $76,551+7.8% | $123,894-33.4% | $62,881+31.2% |
| Participation rate | 81.0% | 73.0%+8.0pp | 81.4%-0.5pp | 69.3%+11.6pp |
| Annual return | 7.84% | 18.68%-10.8pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,457 | $2,882-14.7% | $4,617-46.8% | $2,281+7.7% |
| Participant deferral / active EE | $5,120 | $4,840+5.8% | $5,984-14.4% | $3,203+59.9% |
| Admin fee / account holder | $19 | $4,826-99.6% | $8,357-99.8% | $4,296-99.6% |