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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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,161 | $69,305-44.9% | $82,312-53.6% | $69,631-45.2% |
| Participation rate | 79.5% | 80.3%-0.8pp | 76.9%+2.6pp | 70.7%+8.8pp |
| Annual return | 12.90% | 21.47%-8.6pp | 25.88%-13.0pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $713 | $1,887-62.2% | $2,428-70.6% | $2,032-64.9% |
| Participant deferral / active EE | $1,904 | $3,568-46.6% | $3,706-48.6% | $3,224-40.9% |
| Admin fee / account holder | $147 | $97+50.8% | $5,608-97.4% | $110+32.7% |