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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 | $30,988 | $56,640-45.3% | $78,002-60.3% | $55,167-43.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 5.79% | 2868.48%-2862.7pp | 425.99%-420.2pp | 169.23%-163.4pp |
| Employer contribution / active EE | $2,857 | $1,724+65.8% | $2,470+15.7% | $1,963+45.6% |
| Participant deferral / active EE | $1,608 | $2,778-42.1% | $3,497-54.0% | $3,054-47.3% |
| Admin fee / account holder | $13 | $467-97.2% | $5,481-99.8% | $504-97.4% |