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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 | $9,126 | $56,060-83.7% | $76,002-88.0% | $80,874-88.7% |
| Participation rate | 91.3% | 62.0%+29.3pp | 69.1%+22.2pp | 67.6%+23.7pp |
| Annual return | 13.11% | 20.54%-7.4pp | 360.07%-347.0pp | 35.62%-22.5pp |
| Employer contribution / active EE | $0 | $1,873-100.0% | $2,688-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,333 | $3,051+238.6% | $4,257+142.7% | $4,297+140.5% |
| Admin fee / account holder | $16 | $5,237-99.7% | $6,414-99.8% | $6,935-99.8% |