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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 | $31,018 | $47,135-34.2% | $149,717-79.3% | $74,440-58.3% |
| Participation rate | 62.4% | 63.4%-1.0pp | 78.8%-16.4pp | 70.7%-8.4pp |
| Annual return | 11.58% | 22.75%-11.2pp | 134.41%-122.8pp | 34.37%-22.8pp |
| Employer contribution / active EE | $2,768 | $1,906+45.3% | $4,820-42.6% | $2,638+4.9% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,682-100.0% | $4,529-100.0% |
| Admin fee / account holder | $0 | $343-100.0% | $13,213-100.0% | $348-100.0% |