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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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,397 | $89,739+44.2% | $149,721-13.6% | $62,293+107.7% |
| Participation rate | 99.0% | 85.1%+13.9pp | 87.1%+11.9pp | 69.5%+29.5pp |
| Annual return | 8.22% | 21.01%-12.8pp | 1501.67%-1493.5pp | 28.90%-20.7pp |
| Employer contribution / active EE | $3,385 | $3,233+4.7% | $5,444-37.8% | $2,042+65.7% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $11,282-100.0% | $479-100.0% |