Filed June 8, 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 | $67,715 | $58,828+15.1% | $78,002-13.2% | $62,881+7.7% |
| Participation rate | 97.8% | 71.1%+26.7pp | 75.5%+22.3pp | 69.3%+28.5pp |
| Annual return | 5.29% | 17.16%-11.9pp | 425.99%-420.7pp | 20.14%-14.8pp |
| Employer contribution / active EE | $3,690 | $1,672+120.8% | $2,470+49.4% | $2,281+61.8% |
| Participant deferral / active EE | $3,383 | $2,686+26.0% | $3,497-3.3% | $3,203+5.6% |
| Admin fee / account holder | $88 | $4,393-98.0% | $5,481-98.4% | $4,296-98.0% |