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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 | $70,595 | $104,482-32.4% | $159,455-55.7% | $79,393-11.1% |
| Participation rate | 76.8% | 76.6%+0.2pp | 82.8%-6.0pp | 70.7%+6.1pp |
| Annual return | 15.49% | 67.96%-52.5pp | 263.63%-248.1pp | 116.87%-101.4pp |
| Employer contribution / active EE | $945 | $3,416-72.3% | $4,830-80.4% | $2,428-61.1% |
| Participant deferral / active EE | $3,905 | $6,467-39.6% | $7,353-46.9% | $4,046-3.5% |
| Admin fee / account holder | $0 | $711-100.0% | $10,800-100.0% | $627-100.0% |