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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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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,203 | $60,165-1.6% | $74,184-20.2% | $55,167+7.3% |
| Participation rate | 90.2% | 74.2%+16.0pp | 76.6%+13.6pp | 69.0%+21.2pp |
| Annual return | 5.59% | 10.00%-4.4pp | 17.74%-12.1pp | 169.23%-163.6pp |
| Employer contribution / active EE | $1,871 | $1,600+17.0% | $2,370-21.1% | $1,963-4.7% |
| Participant deferral / active EE | $4,857 | $2,973+63.4% | $3,550+36.8% | $3,054+59.0% |
| Admin fee / account holder | $333 | $419-20.6% | $5,586-94.0% | $504-33.9% |