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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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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,353 | $67,411-75.7% | $91,004-82.0% | $70,126-76.7% |
| Participation rate | 57.3% | 71.4%-14.0pp | 75.6%-18.3pp | 69.5%-12.2pp |
| Annual return | 154.07% | -40.16%+194.2pp | 4.60%+149.5pp | 73.15%+80.9pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8 | $4,236-99.8% | $5,417-99.9% | $4,645-99.8% |