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 | $26,886 | $150,446-82.1% | $136,297-80.3% | $147,585-81.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.39% | 1049.14%-1033.8pp | 5156.19%-5140.8pp | 578.58%-563.2pp |
| Employer contribution / active EE | $2,175 | $5,256-58.6% | $4,696-53.7% | $4,876-55.4% |
| Participant deferral / active EE | $9,012 | $6,631+35.9% | $6,247+44.3% | $5,439+65.7% |
| Admin fee / account holder | $141 | $10,906-98.7% | $9,244-98.5% | $10,886-98.7% |