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Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $16,493 | $90,486-81.8% | $78,676-79.0% | $273,972-94.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.30% | 75.62%-70.3pp | 62.19%-56.9pp | 41.46%-36.2pp |
| Employer contribution / active EE | $10,616 | $3,175+234.3% | $2,850+272.5% | $4,869+118.0% |
| Participant deferral / active EE | $3,914 | $3,901+0.3% | $3,517+11.3% | $5,287-26.0% |
| Admin fee / account holder | $17 | $5,263-99.7% | $4,510-99.6% | $10,133-99.8% |