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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 | $374,811 | $55,636+573.7% | $81,982+357.2% | $73,497+410.0% |
| Participation rate | 99.0% | 62.3%+36.7pp | 69.3%+29.8pp | 70.7%+28.3pp |
| Annual return | 16.71% | 19.07%-2.4pp | 41.31%-24.6pp | 28.51%-11.8pp |
| Employer contribution / active EE | $8,571 | $1,625+427.6% | $2,498+243.1% | $2,270+277.5% |
| Participant deferral / active EE | $13,848 | $2,762+401.3% | $3,722+272.0% | $3,740+270.3% |
| Admin fee / account holder | $3 | $493-99.5% | $5,665-100.0% | $513-99.5% |