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Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $265,644 | $55,453+379.0% | $170,435+55.9% | $62,293+326.4% |
| Participation rate | 99.0% | 66.4%+32.6pp | 83.6%+15.4pp | 69.5%+29.5pp |
| Annual return | 13.29% | 21.38%-8.1pp | 205.94%-192.6pp | 28.90%-15.6pp |
| Employer contribution / active EE | $8,259 | $2,164+281.7% | $5,432+52.0% | $2,042+304.4% |
| Participant deferral / active EE | $6,441 | $2,303+179.7% | $4,939+30.4% | $3,169+103.2% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |