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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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,084 | $43,423+13.0% | $78,676-37.6% | $55,167-11.0% |
| Participation rate | 63.7% | 68.0%-4.3pp | 73.6%-9.9pp | 69.0%-5.3pp |
| Annual return | 6.86% | 11.53%-4.7pp | 62.19%-55.3pp | 169.23%-162.4pp |
| Employer contribution / active EE | $255 | $1,997-87.2% | $2,850-91.1% | $1,963-87.0% |
| Participant deferral / active EE | $2,242 | $2,509-10.6% | $3,517-36.3% | $3,054-26.6% |
| Admin fee / account holder | $128 | $416-69.3% | $4,510-97.2% | $504-74.7% |