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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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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,886 | $76,696-48.0% | $96,538-58.7% | $71,529-44.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 16.74% | 48.32%-31.6pp | 35.74%-19.0pp | 28.97%-12.2pp |
| Employer contribution / active EE | $4,224 | $3,032+39.3% | $3,740+12.9% | $2,590+63.1% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |