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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 | $9,331 | $77,638-88.0% | $156,551-94.0% | $62,881-85.2% |
| Participation rate | 96.5% | 71.2%+25.3pp | 84.0%+12.5pp | 69.3%+27.2pp |
| Annual return | 1.15% | 50.33%-49.2pp | 32.23%-31.1pp | 20.14%-19.0pp |
| Employer contribution / active EE | $1,035 | $3,444-70.0% | $5,501-81.2% | $2,281-54.6% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |