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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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,915 | $88,087-88.7% | $164,866-94.0% | $74,546-86.7% |
| Participation rate | 99.5% | 73.1%+26.4pp | 78.6%+20.9pp | 67.2%+32.3pp |
| Annual return | -39.10% | 17.27%-56.4pp | 69.97%-109.1pp | 1366.03%-1405.1pp |
| Employer contribution / active EE | $2,840 | $2,595+9.4% | $4,343-34.6% | $2,624+8.2% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $1 | $2,232-100.0% | $12,689-100.0% | $1,944-100.0% |