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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 | $63,873 | $67,602-5.5% | $82,312-22.4% | $70,126-8.9% |
| Participation rate | 95.8% | 72.8%+23.0pp | 76.9%+18.9pp | 69.5%+26.2pp |
| Annual return | 15.62% | 21.57%-5.9pp | 25.88%-10.3pp | 73.15%-57.5pp |
| Employer contribution / active EE | $2,210 | $1,755+25.9% | $2,428-9.0% | $2,343-5.7% |
| Participant deferral / active EE | $5,714 | $2,987+91.3% | $3,706+54.2% | $3,332+71.5% |
| Admin fee / account holder | $350 | $4,512-92.2% | $5,608-93.8% | $4,645-92.5% |