Filed February 11, 2026 (most recent of 2 filings on file)
Total covered: 2 employees
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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 | $0 | $39,132-100.0% | $57,196-100.0% | $62,881-100.0% |
| Participation rate | 0.0% | 70.5%-70.5pp | 75.3%-75.3pp | 69.3%-69.3pp |
| Annual return | 1.23% | 9.24%-8.0pp | 14.59%-13.4pp | 20.14%-18.9pp |
| Employer contribution / active EE | $2,584 | $1,874+37.9% | $2,683-3.7% | $2,281+13.3% |
| Participant deferral / active EE | $5,058 | $2,374+113.1% | $3,096+63.4% | $3,203+57.9% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |