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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,205 | $79,151-75.7% | $60,906-68.5% | $64,819-70.4% |
| Participation rate | 9.2% | 77.7%-68.5pp | 73.1%-63.9pp | 71.5%-62.2pp |
| Annual return | 2.56% | -7.12%+9.7pp | 16.94%-14.4pp | 32.84%-30.3pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,703-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $341 | $3,727-90.9% | $3,814-91.1% | $4,311-92.1% |
| Admin fee / account holder | $57 | $106-46.5% | $3,227-98.2% | $188-69.9% |