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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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Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,994 | $76,112-51.4% | $96,544-61.7% | $71,529-48.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 15.51% | 22.80%-7.3pp | 25.88%-10.4pp | 28.97%-13.5pp |
| Employer contribution / active EE | $309 | $2,248-86.3% | $2,966-89.6% | $2,590-88.1% |
| Participant deferral / active EE | $2,401 | $4,217-43.1% | $4,851-50.5% | $4,291-44.0% |
| Admin fee / account holder | $85 | $2,708-96.9% | $8,254-99.0% | $1,588-94.7% |