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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,196 | $82,028-69.3% | $123,105-79.5% | $59,633-57.7% |
| Participation rate | 85.6% | 83.2%+2.4pp | 86.8%-1.2pp | 68.7%+16.9pp |
| Annual return | -10.77% | 5.12%-15.9pp | 13.22%-24.0pp | 2041.45%-2052.2pp |
| Employer contribution / active EE | $2,440 | $3,297-26.0% | $5,151-52.6% | $2,203+10.8% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $5,879-100.0% | $9,014-100.0% | $4,297-100.0% |