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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 | $45,343-15.4% | $150,298-74.5% | $67,986-43.6% |
| Participation rate | 68.9% | 51.9%+17.1pp | 77.8%-8.8pp | 57.2%+11.7pp |
| Annual return | 9.70% | 33.28%-23.6pp | 62.79%-53.1pp | 31.67%-22.0pp |
| Employer contribution / active EE | $3,621 | $1,462+147.7% | $4,154-12.8% | $2,019+79.4% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $2,250-100.0% | $14,116-100.0% | $3,203-100.0% |