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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,569 | $79,557-86.7% | $118,746-91.1% | $70,126-84.9% |
| Participation rate | 98.9% | 71.4%+27.5pp | 78.3%+20.6pp | 69.5%+29.4pp |
| Annual return | -4.26% | 25.64%-29.9pp | 24.54%-28.8pp | 73.15%-77.4pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $5,332-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,374-100.0% | $10,720-100.0% | $4,645-100.0% |