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Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $91,844 | $150,447-39.0% | $136,298-32.6% | $147,586-37.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.19% | 1049.15%-1028.0pp | 5156.27%-5135.1pp | 578.59%-557.4pp |
| Employer contribution / active EE | $37,951 | $5,256+622.0% | $4,696+708.2% | $4,876+678.3% |
| Participant deferral / active EE | $126,238 | $6,631+1803.9% | $6,247+1920.7% | $5,439+2221.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |