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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,874 | $54,763-21.7% | $90,324-52.5% | $72,976-41.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | -23.92% | 30.63%-54.6pp | 78.15%-102.1pp | 81.02%-104.9pp |
| Employer contribution / active EE | $4,437 | $2,093+112.0% | $2,856+55.4% | $2,440+81.9% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $35 | $3,973-99.1% | $5,356-99.3% | $5,124-99.3% |