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Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,496 | $52,911+27.6% | $73,309-7.9% | $59,633+13.2% |
| Participation rate | 84.2% | 68.2%+16.0pp | 74.9%+9.3pp | 68.7%+15.5pp |
| Annual return | 0.04% | 12.20%-12.2pp | 5.67%-5.6pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $6,008 | $1,909+214.8% | $3,237+85.6% | $2,203+172.8% |
| Participant deferral / active EE | $10,152 | $4,069+149.5% | $4,991+103.4% | $3,192+218.1% |
| Admin fee / account holder | $32 | $3,835-99.2% | $5,635-99.4% | $4,297-99.2% |