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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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,459 | $74,552-91.3% | $63,018-89.7% | $69,631-90.7% |
| Participation rate | 97.9% | 78.3%+19.6pp | 74.8%+23.1pp | 70.7%+27.2pp |
| Annual return | -6.87% | 15.77%-22.6pp | 87.62%-94.5pp | 27571.02%-27577.9pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,761-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $3,330-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $59-100.0% | $3,601-100.0% | $110-100.0% |