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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 | $25,658 | $46,332-44.6% | $143,797-82.2% | $64,824-60.4% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -14.03% | -10.05%-4.0pp | -0.04%-14.0pp | 32.84%-46.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $2,923 | $2,647+10.4% | $5,638-48.2% | $4,311-32.2% |
| Admin fee / account holder | $0 | $154-99.7% | $14,679-100.0% | $188-99.7% |