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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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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,137 | $51,223-43.1% | $82,763-64.8% | $66,949-56.5% |
| Participation rate | 92.7% | 67.9%+24.8pp | 72.6%+20.2pp | 69.8%+22.9pp |
| Annual return | 67.63% | -9.85%+77.5pp | 702.45%-634.8pp | 1.57%+66.1pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,008-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $3,460-100.0% | $4,395-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $415-100.0% | $5,325-100.0% | $594-100.0% |