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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 | $49,770 | $56,047-11.2% | $98,716-49.6% | $79,634-37.5% |
| Participation rate | 97.4% | 54.6%+42.8pp | 69.3%+28.1pp | 62.5%+34.9pp |
| Annual return | -28.32% | 17.58%-45.9pp | 31.81%-60.1pp | 36.46%-64.8pp |
| Employer contribution / active EE | $2,727 | $1,237+120.4% | $2,279+19.7% | $2,529+7.8% |
| Participant deferral / active EE | $0 | $2,469-100.0% | $4,048-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $1,512-100.0% | $8,703-100.0% | $1,002-100.0% |