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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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Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,607 | $54,763-51.4% | $90,324-70.5% | $72,976-63.5% |
| Participation rate | 92.7% | 65.2%+27.6pp | 73.3%+19.4pp | 69.5%+23.2pp |
| Annual return | -3.13% | 30.63%-33.8pp | 78.15%-81.3pp | 81.02%-84.1pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $194 | $3,973-95.1% | $5,356-96.4% | $5,124-96.2% |