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Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,004 | $46,325-43.9% | $143,788-81.9% | $64,814-59.9% |
| Participation rate | 99.4% | 64.2%+35.2pp | 80.3%+19.1pp | 71.5%+28.0pp |
| Annual return | -14.16% | -10.05%-4.1pp | -0.03%-14.1pp | 32.84%-47.0pp |
| Employer contribution / active EE | $2,261 | $1,911+18.3% | $4,952-54.3% | $2,507-9.8% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,310-100.0% |
| Admin fee / account holder | $1 | $154-99.7% | $14,675-100.0% | $188-99.7% |