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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.
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,020 | $94,833-81.0% | $75,717-76.2% | $86,813-79.2% |
| Participation rate | 8.9% | 79.1%-70.2pp | 74.8%-66.0pp | 72.3%-63.4pp |
| Annual return | 30.54% | 16.91%+13.6pp | 104.58%-74.0pp | 97.93%-67.4pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,743-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $460 | $3,632-87.3% | $3,821-88.0% | $4,131-88.9% |
| Admin fee / account holder | $52 | $109-52.1% | $3,619-98.6% | $170-69.3% |