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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 | $54,558+102.0% | $76,051+44.9% | $74,400+48.1% |
| Participation rate | 67.6% | 60.3%+7.3pp | 69.1%-1.5pp | 67.2%+0.4pp |
| Annual return | 20.45% | 31.83%-11.4pp | 360.42%-340.0pp | 1367.51%-1347.1pp |
| Employer contribution / active EE | $737 | $1,778-58.5% | $2,690-72.6% | $2,624-71.9% |
| Participant deferral / active EE | $5,594 | $3,065+82.5% | $4,257+31.4% | $4,348+28.7% |
| Admin fee / account holder | $455 | $2,232-79.6% | $6,416-92.9% | $1,944-76.6% |