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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,497 | $76,551-98.0% | $123,894-98.8% | $62,881-97.6% |
| Participation rate | 97.6% | 73.0%+24.6pp | 81.4%+16.2pp | 69.3%+28.3pp |
| Annual return | -172.46% | 18.68%-191.1pp | 47.52%-220.0pp | 20.14%-192.6pp |
| Employer contribution / active EE | $8,578 | $2,882+197.6% | $4,617+85.8% | $2,281+276.1% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |