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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 | $92,736 | $81,476+13.8% | $102,383-9.4% | $80,925+14.6% |
| Participation rate | 98.8% | 66.8%+32.0pp | 74.5%+24.3pp | 67.7%+31.2pp |
| Annual return | -7.70% | 25.59%-33.3pp | 24.94%-32.6pp | 35.65%-43.4pp |
| Employer contribution / active EE | $1,329 | $3,105-57.2% | $3,870-65.7% | $2,756-51.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,391-100.0% | $6,940-100.0% |