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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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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,763 | $55,453+11.4% | $170,435-63.8% | $62,293-0.9% |
| Participation rate | 96.8% | 66.4%+30.4pp | 83.6%+13.2pp | 69.5%+27.3pp |
| Annual return | -6.43% | 21.38%-27.8pp | 205.94%-212.4pp | 28.90%-35.3pp |
| Employer contribution / active EE | $3,446 | $2,164+59.3% | $5,432-36.6% | $2,042+68.7% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $5 | $455-98.9% | $13,881-100.0% | $479-99.0% |