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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,349 | $43,496-11.8% | $161,489-76.3% | $64,340-40.4% |
| Participation rate | 68.9% | 53.5%+15.4pp | 78.7%-9.8pp | 55.2%+13.7pp |
| Annual return | 9.70% | 20.76%-11.1pp | 89.72%-80.0pp | 24.14%-14.4pp |
| Employer contribution / active EE | $3,621 | $1,431+153.1% | $4,268-15.2% | $1,862+94.5% |
| Participant deferral / active EE | $0 | $1,996-100.0% | $5,630-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $2,330-100.0% | $16,006-100.0% | $3,703-100.0% |