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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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,207 | $54,679+101.6% | $76,119+44.8% | $74,459+48.0% |
| Participation rate | 67.6% | 60.3%+7.3pp | 69.1%-1.5pp | 67.2%+0.4pp |
| Annual return | 20.45% | 31.90%-11.5pp | 361.25%-340.8pp | 1369.70%-1349.3pp |
| Employer contribution / active EE | $737 | $1,781-58.6% | $2,693-72.6% | $2,626-71.9% |
| Participant deferral / active EE | $5,594 | $3,072+82.1% | $4,259+31.3% | $4,350+28.6% |
| Admin fee / account holder | $455 | $2,238-79.7% | $6,421-92.9% | $1,945-76.6% |