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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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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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,141 | $59,191-89.6% | $76,768-92.0% | $56,289-89.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -3.62% | 6.62%-10.2pp | 2.43%-6.0pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,217 | $1,759-30.8% | $2,485-51.0% | $2,111-42.3% |
| Participant deferral / active EE | $1,774 | $3,255-45.5% | $3,852-54.0% | $3,350-47.1% |
| Admin fee / account holder | $2 | $489-99.5% | $6,676-100.0% | $521-99.5% |