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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 | $79,700-23.4% | $153,500-60.2% | $74,429-18.0% |
| Participation rate | 96.6% | 69.8%+26.7pp | 77.1%+19.5pp | 67.2%+29.3pp |
| Annual return | 15.71% | 15.07%+0.6pp | 15.70%0pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $7,819 | $4,016+94.7% | $5,039+55.2% | $2,625+197.9% |
| Participant deferral / active EE | $10,422 | $5,315+96.1% | $6,756+54.3% | $4,348+139.7% |
| Admin fee / account holder | $234 | $1,790-86.9% | $12,736-98.2% | $1,944-88.0% |