Filed February 9, 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 | $42,929 | $57,330-25.1% | $86,656-50.5% | $75,177-42.9% |
| Participation rate | 86.4% | 63.2%+23.2pp | 71.7%+14.7pp | 67.2%+19.2pp |
| Annual return | 13.79% | 2675.40%-2661.6pp | 593.09%-579.3pp | 160.75%-147.0pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,545 | $3,320+36.9% | $4,439+2.4% | $4,126+10.1% |
| Admin fee / account holder | $244 | $4,115-94.1% | $5,619-95.7% | $5,651-95.7% |