Filed January 13, 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 | $42,883 | $63,342-32.3% | $92,236-53.5% | $70,131-38.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 22.96% | 530.15%-507.2pp | 176.29%-153.3pp | 73.14%-50.2pp |
| Employer contribution / active EE | $7,583 | $2,471+206.9% | $3,679+106.1% | $2,342+223.7% |
| Participant deferral / active EE | $4,038 | $2,854+41.5% | $3,897+3.6% | $3,332+21.2% |
| Admin fee / account holder | $247 | $3,840-93.6% | $5,194-95.2% | $4,645-94.7% |