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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 | $18,828 | $46,332-59.4% | $143,797-86.9% | $64,824-71.0% |
| Participation rate | 82.4% | 64.2%+18.1pp | 80.3%+2.0pp | 71.5%+10.9pp |
| Annual return | -5.24% | -10.05%+4.8pp | -0.04%-5.2pp | 32.84%-38.1pp |
| Employer contribution / active EE | $452 | $1,911-76.3% | $4,952-90.9% | $2,507-82.0% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $154-100.0% | $14,679-100.0% | $188-100.0% |