Filed May 4, 2026
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Participant contribution per participant 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 | $10,921 | $48,327-77.4% | $67,575-83.8% | $80,935-86.5% |
| Participation rate | 97.7% | 66.4%+31.3pp | 72.9%+24.8pp | 67.7%+30.0pp |
| Annual return | 16.54% | 18.31%-1.8pp | 3528.98%-3512.4pp | 35.66%-19.1pp |
| Employer contribution / active EE | $1,062 | $2,022-47.5% | $2,736-61.2% | $2,757-61.5% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $113 | $3,692-96.9% | $3,993-97.2% | $6,924-98.4% |