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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 | $43,599 | $77,816-44.0% | $123,552-64.7% | $64,173-32.1% |
| Participation rate | 75.0% | 74.7%+0.3pp | 82.3%-7.3pp | 69.6%+5.4pp |
| Annual return | -2.94% | 12.49%-15.4pp | 119.20%-122.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $948 | $3,014-68.6% | $4,628-79.5% | $2,381-60.2% |
| Participant deferral / active EE | $3,316 | $5,240-36.7% | $6,426-48.4% | $3,470-4.4% |
| Admin fee / account holder | $18 | $5,519-99.7% | $9,285-99.8% | $4,887-99.6% |