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Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,090 | $45,123-64.3% | $85,240-81.1% | $74,478-78.4% |
| Participation rate | 91.1% | 49.4%+41.8pp | 67.5%+23.6pp | 67.2%+23.9pp |
| Annual return | 56.10% | 26.32%+29.8pp | 66.75%-10.7pp | 1370.56%-1314.5pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $7,249 | $2,736+164.9% | $4,527+60.1% | $4,350+66.6% |
| Admin fee / account holder | $22 | $2,215-99.0% | $6,165-99.6% | $1,946-98.9% |