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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 | $11,047 | $65,378-83.1% | $87,102-87.3% | $65,188-83.1% |
| Participation rate | 87.6% | 75.3%+12.2pp | 76.9%+10.7pp | 70.2%+17.4pp |
| Annual return | 20.10% | 31.28%-11.2pp | 28.19%-8.1pp | 29.38%-9.3pp |
| Employer contribution / active EE | $1,254 | $1,823-31.2% | $2,521-50.3% | $2,177-42.4% |
| Participant deferral / active EE | $1,904 | $3,389-43.8% | $4,048-53.0% | $3,514-45.8% |
| Admin fee / account holder | $7 | $520-98.7% | $7,493-99.9% | $847-99.2% |