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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 | $44,984-64.2% | $85,009-81.1% | $74,546-78.4% |
| Participation rate | 91.1% | 49.4%+41.7pp | 67.5%+23.6pp | 67.2%+23.9pp |
| Annual return | 56.10% | 26.25%+29.8pp | 66.47%-10.4pp | 1366.03%-1309.9pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,728-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $7,249 | $2,733+165.2% | $4,522+60.3% | $4,347+66.7% |
| Admin fee / account holder | $22 | $2,208-99.0% | $6,153-99.6% | $1,944-98.9% |