Filed August 24, 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 | $59,810 | $81,446-26.6% | $103,374-42.1% | $80,874-26.0% |
| Participation rate | 90.0% | 66.9%+23.1pp | 74.5%+15.5pp | 67.6%+22.4pp |
| Annual return | 10.59% | 25.57%-15.0pp | 24.89%-14.3pp | 35.62%-25.0pp |
| Employer contribution / active EE | $3,217 | $3,107+3.5% | $3,869-16.9% | $2,756+16.7% |
| Participant deferral / active EE | $6,381 | $3,870+64.9% | $5,058+26.2% | $4,297+48.5% |
| Admin fee / account holder | $0 | $6,715-100.0% | $8,394-100.0% | $6,935-100.0% |