Filed March 13, 2026 (most recent of 2 filings on file)
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,127 | $81,476-72.8% | $102,383-78.4% | $80,925-72.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | -0.26% | 25.59%-25.9pp | 24.94%-25.2pp | 35.65%-35.9pp |
| Employer contribution / active EE | $6,696 | $3,105+115.7% | $3,870+73.0% | $2,756+142.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,391-100.0% | $6,940-100.0% |