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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 | $29,021 | $46,360-37.4% | $147,617-80.3% | $52,331-44.5% |
| Participation rate | 90.2% | 64.9%+25.3pp | 84.6%+5.6pp | 68.1%+22.1pp |
| Annual return | -1.25% | 1.62%-2.9pp | 61.98%-63.2pp | 4.54%-5.8pp |
| Employer contribution / active EE | $1,810 | $2,126-14.9% | $5,564-67.5% | $1,882-3.8% |
| Participant deferral / active EE | $2,056 | $2,258-8.9% | $4,895-58.0% | $3,022-32.0% |
| Admin fee / account holder | $2 | $766-99.7% | $11,612-100.0% | $592-99.6% |