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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 | $40,757 | $155,795-73.8% | $136,297-70.1% | $69,631-41.5% |
| Participation rate | 76.5% | 75.2%+1.3pp | 81.9%-5.4pp | 70.7%+5.9pp |
| Annual return | 22.07% | 232464.33%-232442.3pp | 5156.16%-5134.1pp | 27571.02%-27549.0pp |
| Employer contribution / active EE | $1,312 | $2,991-56.1% | $4,696-72.1% | $2,032-35.4% |
| Participant deferral / active EE | $4,439 | $5,394-17.7% | $6,247-28.9% | $3,224+37.7% |
| Admin fee / account holder | $219 | $128+70.9% | $9,244-97.6% | $110+98.5% |