Filed March 13, 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 | $18,067 | $124,330-85.5% | $109,173-83.5% | $167,536-89.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.08% | 26.04%-12.0pp | 25.75%-11.7pp | 478.82%-464.7pp |
| Employer contribution / active EE | $10,651 | $4,209+153.0% | $3,723+186.1% | $4,839+120.1% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |