keep in mind that at the time the FCC allowed them past the first round of RDOF, they did not know the price of the terminal since StarLink wasn't live. part of their complaint was that the user had to buy a $600 terminal with no subsidies.
this excludes a lot of the population outright since they don't have a payment plan for lower income users to afford it.
the FCC's letter says that they determined they could not deploy a system of the size they promised in the timeframe they promised. whether you agree with it or not, that assertion has been correct so far.