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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 exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $375,093 | $89,465+319.3% | $164,866+127.5% | $77,671+382.9% |
| Participation rate | 99.8% | 78.6%+21.1pp | 78.6%+21.1pp | 70.6%+29.2pp |
| Annual return | -8.74% | 28.81%-37.5pp | 69.97%-78.7pp | 31.21%-39.9pp |
| Employer contribution / active EE | $6,755 | $2,568+163.1% | $4,343+55.6% | $2,726+147.8% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,033-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,689-100.0% | $430-100.0% |