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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 | $61,054 | $79,779-23.5% | $153,741-60.3% | $74,478-18.0% |
| Participation rate | 96.6% | 69.9%+26.6pp | 77.1%+19.5pp | 67.2%+29.3pp |
| Annual return | 15.71% | 15.08%+0.6pp | 15.71%0pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $7,819 | $4,026+94.2% | $5,042+55.1% | $2,626+197.7% |
| Participant deferral / active EE | $10,422 | $5,329+95.6% | $6,757+54.3% | $4,350+139.6% |
| Admin fee / account holder | $234 | $1,761-86.7% | $12,749-98.2% | $1,946-88.0% |