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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 | $15,195 | $48,053-68.4% | $84,628-82.0% | $72,975-79.2% |
| Participation rate | 82.2% | 57.6%+24.6pp | 68.2%+14.0pp | 69.5%+12.7pp |
| Annual return | 24.55% | 37.39%-12.8pp | 258.80%-234.3pp | 81.01%-56.5pp |
| Employer contribution / active EE | $807 | $1,602-49.6% | $2,653-69.6% | $2,440-66.9% |
| Participant deferral / active EE | $1,922 | $2,681-28.3% | $3,900-50.7% | $3,608-46.7% |
| Admin fee / account holder | $100 | $3,395-97.1% | $4,914-98.0% | $5,124-98.1% |