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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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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 | $45,072 | $65,118-30.8% | $76,768-41.3% | $55,725-19.1% |
| Participation rate | 72.8% | 79.6%-6.9pp | 77.0%-4.2pp | 70.9%+1.9pp |
| Annual return | 5.89% | -1.27%+7.2pp | 2.43%+3.5pp | 244.93%-239.0pp |
| Employer contribution / active EE | $742 | $1,941-61.8% | $2,485-70.1% | $2,078-64.3% |
| Participant deferral / active EE | $2,075 | $3,688-43.8% | $3,852-46.1% | $3,356-38.2% |
| Admin fee / account holder | $151 | $116+30.3% | $6,675-97.7% | $115+31.0% |