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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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,302,066 | $174,380+646.7% | $108,582+1099.2% | - |
| Participation rate | 0.0% | 70.3%-70.3pp | 79.6%-79.6pp | - |
| Annual return | -9.68% | 1.91%-11.6pp | -51.70%+42.0pp | - |
| Employer contribution / active EE | $0 | $1,536-100.0% | $3,758-100.0% | - |
| Participant deferral / active EE | $0 | $2,685-100.0% | $4,311-100.0% | - |
| Admin fee / account holder | $71,065 | $13,800+415.0% | $7,645+829.5% | - |