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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,290-100.0% | $9,655,338-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 7.4%-7.4pp | 45.9%-45.9pp |
| Annual return | 5.51% | 6.03%-0.5pp | 11.12%-5.6pp | 10.21%-4.7pp |
| Employer contribution / active EE | $50,000 | $29,370+70.2% | $22,651+120.7% | $42,272+18.3% |
| Participant deferral / active EE | $0 | $123-100.0% | $198-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | $13,518-100.0% |