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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 | $55,437-84.3% | $155,534-94.4% | $74,459-88.3% |
| Participation rate | 91.8% | 61.9%+29.9pp | 78.2%+13.6pp | 67.2%+24.6pp |
| Annual return | -13.82% | 269.58%-283.4pp | 64.92%-78.7pp | 1369.70%-1383.5pp |
| Employer contribution / active EE | $1,536 | $2,266-32.2% | $4,675-67.1% | $2,626-41.5% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,630-100.0% | $4,350-100.0% |
| Admin fee / account holder | $4 | $1,742-99.8% | $15,900-100.0% | $1,945-99.8% |