Filed March 25, 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 | $97,767 | $135,645-27.9% | $110,243-11.3% | $135,380-27.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.42% | 513.24%-517.7pp | 314.76%-319.2pp | 519.81%-524.2pp |
| Employer contribution / active EE | $8,643 | $4,907+76.1% | $3,827+125.9% | $4,779+80.9% |
| Participant deferral / active EE | $5,487 | $5,507-0.4% | $4,672+17.4% | $5,609-2.2% |
| Admin fee / account holder | $157 | $11,458-98.6% | $8,548-98.2% | $10,828-98.6% |