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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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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,678 | $55,423-84.3% | $155,602-94.4% | $74,400-88.3% |
| Participation rate | 91.8% | 61.9%+29.9pp | 78.2%+13.6pp | 67.2%+24.6pp |
| Annual return | -13.82% | 269.07%-282.9pp | 64.81%-78.6pp | 1367.51%-1381.3pp |
| Employer contribution / active EE | $1,536 | $2,266-32.2% | $4,675-67.2% | $2,624-41.5% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $4 | $1,744-99.8% | $15,923-100.0% | $1,944-99.8% |