Evolutionary stability of mutualism: interspecific population regulation as an evolutionarily stable strategy

Interspecific mutualisms are often vulnerable to instability because low benefit : cost ratios can rapidly lead to extinction or to the conversion of mutualism to parasite-host or predator-prey interactions. We hypothesize that the evolutionary stability of mutualism can depend on how benefits and costs to one mutualist vary with the population density of its partner, and that stability can be maintained if a mutualist can influence demographic rates and regulate the population density of its partner. We test this hypothesis in a model of mutualism with key features of senita cactus (Pachycereus schottii)-senita moth (Upiga virescens) interactions, in which benefits of pollination and costs of larval seed consumption to plant fitness depend on pollinator density. We show that plants can maximize their fitness by allocating resources to the production of excess flowers at the expense of fruit. Fruit abortion resulting from excess flower production reduces pre-adult survival of the pollinating seed-consumer, and maintains its density beneath a threshold that would destabilize the mutualism. Such a strategy of excess flower production and fruit abortion is convergent and evolutionarily stable against invasion by cheater plants that produce few flowers and abort few to no fruit. This novel mechanism of achieving evolutionarily stable mutualism, namely interspecific population regulation, is qualitatively different from other mechanisms invoking partner choice or selective rewards, and may be a general process that helps to preserve mutualistic interactions in nature.     

Interspecific population regulation and the stability of mutualism: fruit abortion and density-dependent mortality of pollinating seed-eating insects

Two questions central to the population ecology of mutualism include: (1) what mechanisms prevent the inherent positive feedback of mutualism from leading to unbounded population growth; and (2) what mechanisms prevent instability from arising due to overexploitation. Theory and empiricism suggest that preventing such instability requires density‐dependent processes. A recent theory proposes that if benefits and costs to a mutualist vary with the density of its partner, then instability can be prevented if the former species can control demographic rates and regulate (or limit) the population density of its partner. The ecological and evolutionary feasibility of this theory of interspecific population regulation has been demonstrated using quantitative models of mutualism between plants and pollinating seed‐consuming insects. In these models, resource‐limited fruit set and ensuing fruit abortion are mechanisms that can lead to density‐dependent recruitment and population regulation of the insects. Yet, there has been little interplay between these theoretical results and empirical research. A recent study empirically examined the density‐dependent effects of resource‐limited fruit set and fruit abortion in the Yucca/moth mutualism. An analysis of the study led to the conclusion that, even though fruit abortion can account for >95% of moth mortality, it is largely a density‐independent source of mortality that cannot regulate moth population density. Here, we re‐analyze those empirical data and conduct further theoretical analyses to examine the nature of fruit abortion on moth recruitment. We conclude that resource‐limited fruit set and fruit abortion can effectively regulate and limit moth populations, due to its density‐dependent feedback on moth recruitment. Nonetheless, in any given interaction, multiple sources of mortality may contribute to the regulation and limitation of populations, and hence the stability of mutualism, including, larval competition and mortality due to locule damage in the Yucca/moth mutualism.     

Population dynamics and the ecological stability of obligate pollination mutualisms

Mutualistic interactions almost always produce both costs and benefits for each of the interacting species. It is the difference between gross benefits and costs that determines the net benefit and the per-capita effect on each of the interacting populations. For example, the net benefit of obligate pollinators, such as yucca and senita moths, to plants is determined by the difference between the number of ovules fertilized from moth pollination and the number of ovules eaten by the pollinator's larvae. It is clear that if pollinator populations are large, then, because many eggs are laid, costs to plants are large, whereas, if pollinator populations are small, gross benefits are low due to lack of pollination. Even though the size and dynamics of the pollinator population are likely to be crucial, their importance has been neglected in the investigation of mechanisms, such as selective fruit abortion, that can limit costs and increase net benefits. Here, we suggest that both the population size and dynamics of pollinators are important in determining the net benefits to plants, and that fruit abortion can significantly affect these. We develop a model of mutualism between populations of plants and their pollinating seed-predators to explore the ecological consequences of fruit abortion on pollinator population dynamics and the net effect on plants. We demonstrate that the benefit to a plant population is unimodal as a function of pollinator abundance, relative to the abundance of flowers. Both selective abortion of fruit with eggs and random abortion of fruit, without reference to whether they have eggs or not, can limit pollinator population size. This can increase the net benefits to the plant population by limiting the number of eggs laid, if the pollination rate remains high. However, fruit abortion can possibly destabilize the pollinator population, with negative consequences for the plant population.     

Dynamics of mutualist populations that are demographically open

1. Few theoretical studies have examined the impact of immigration and emigration on mutualist population dynamics, but a recent empirical study (A.R. Thompson Oecologia, 143, 61-69) on mutualistic fish and shrimp showed that immigration can prevent population collapse, and that intraspecific competition for a mutualistic partner can curb population expansion. To understand in a theoretical context the implications of these results, and to assess their generality, we present a two-species model that accounts explicitly for immigration and emigration, as well as distinguishing the impacts of mutualism on birth rates, death rates and habitat acquisition. 2. The model confirms that immigration can stabilize mutualistic populations, and predicts that high immigration, along with enhanced reproduction and/or reduced mortality through mutualism, can cause population sizes to increase until habitat availability curbs further expansion. 3. We explore in detail the effects of different forms of habitat limitation on mutualistic populations. Habitat availability commonly limits the density of both populations if mutualists acquire shelter independently. If a mutualist depends on a partner for habitat, densities of that mutualist are capped by the amount of space provided by that partner. The density of the shelter-provider is limited by the environment. 4. If a mutualism solely augments reproduction, and most locally produced individuals leave the focal patch, then the mutualism will have a minimal effect on local dynamics. If the mutualism operates by reducing rates of death or enhancing habitat availability, and there is at least some immigration, then mutualism will affect local dynamics. This finding may be particularly relevant in marine systems, where there is high variability (among species and locations) in the extent to which progeny disperse from natal locations. 5. Overall, our results demonstrate that the consequences of immigration and emigration for the dynamics of mutualists depend strongly on which demographic rate is influenced by mutualism. 6. By relating our model to a variety of terrestrial and aquatic systems, we provide a general framework to guide future empirical studies of the dynamics of mutualistic populations.     

Natural selection on extrafloral nectar production in Chamaecrista fasciculata: the costs and benefits of a mutualism trait

Cost-benefit models of the evolution of mutualism predict that the current state of mutualism results from trade-offs between fitness costs of mutualist traits and the fitness benefits of association. We test the assumptions of such models by measuring patterns of natural selection on a mutualist trait, extrafloral nectar production in Chamaecrista fasciculata. Selection was measured on plants from which ants had been excluded (removing the mutualist benefit of the trait), from which all insects had been excluded (removing costs of herbivory in addition to mutualist benefits), and unmanipulated plants (where both costs and benefits were present). Selection analysis based on half-sibling-mean regressions of fitness on the trait revealed no evidence of costs of extrafloral nectar production in the absence of all insects or in the absence of ants. However, examination of the selective surfaces for these treatments suggest that costs of nectar production may exist and are exacerbated by the presence of herbivory. In the presence of ants, natural selection favors high extrafloral nectar production, consistent with a fitness benefit to this mutualist trait in the presence of the mutualist partner. In this study, the interaction of costs and benefits did not produce an evolutionary optimum for the trait within the range of variation observed, suggesting that application of a cost-benefit framework to this trait will benefit from considering the influence of temporal and spatial variation on the quality of costs and benefits.     

Negotiation, sanctions, and context dependency in the legume-Rhizobium mutualism

Two important questions about mutualisms are how the fitness costs and benefits to the mutualist partners are determined and how these mechanisms affect the evolutionary dynamics of the mutualism. We tackle these questions with a model of the legume-rhizobium symbiosis that regards the mutualism outcome as a result of biochemical negotiations between the plant and its nodules. We explore the fitness consequences of this mechanism to the plant and rhizobia and obtain four main results. First, negotiations permit the plant to differentially reward more-cooperative rhizobia--a phenomenon termed "plant sanctions"--but only when more-cooperative rhizobia also provide the plant with good outside options during negotiations with other nodules. Second, negotiations may result in seemingly paradoxical cases where the plant is worse off when it has a "choice" between two strains of rhizobia than when infected by either strain alone. Third, even when sanctions are effective, they are by themselves not sufficient to maintain cooperative rhizobia in a population: less cooperative strains always have an advantage at the population level. Finally, partner fidelity feedback, together with genetic correlations between a rhizobium strain's cooperativeness and the outside options it provides, can maintain cooperative rhizobia. Our results show how joint control over the outcome of a mutualism through the proximate mechanism of negotiation can affect the evolutionary dynamics of interspecific cooperation.     

Mutualism as a constraint on invasion success for legumes and rhizobia

Because hereditary symbiont transmission is normally absent in the mutualism of legume plants and root‐nodule bacteria (rhizobia), dispersing plants may often arrive at new habitats where mutualist partners are too rare to provide full benefits. Factors governing invasion success were explored by analysing a system of two coupled pairwise competition models: a legume invader competing with a resident non‐mutualistic plant, and a rhizobial population competing with a resident population of nonsymbiotic bacteria. The non‐linear dependence of benefits on partner abundance in this mutualism creates the possibility of two alternative population size equilibria, so that a threshold density can exist for invasion. If legumes and rhizobia exceed a critical population size, both species achieve rapid population growth, while if initial densities of both species are below their respective thresholds, they remain rare and are thus vulnerable to extinction in the presence of competitors. Overall, the results indicate that legumes may often fail at colonization attempts within habitats where mutualist partners are scarce. Data on legume prevalence in island floras and rates of geographical spread by legume weeds are consistent with this inference. Predictive insights about invasiveness may emerge from comparative research on key traits identified by the model, especially the shape of the function determining the number of nodules formed at low rhizobial density.     

Benefits and costs of mutualism: demographic consequences in a pollinating seed-consumer interaction

Interspecific interactions can affect population dynamics and the evolution of species traits by altering demographic rates such as reproduction and survival. The influence of mutualism on population processes is thought to depend on both the benefits and costs of the interaction. However, few studies have explicitly quantified both benefits and costs in terms of demographic rates; furthermore there has been little consideration as to how benefits and costs depend on the demographic effects of factors extrinsic to the interaction. I studied how benefits (pollination) and costs (larval fruit consumption) of pollinating seed-consumers (senita moths) affect the reproduction of senita cacti and how these effects may rely on extrinsic water limitation for reproduction. Fruit initiation was not limited by moth pollination, but survival of initiated fruit increased when moth eggs were removed from flowers. Watered cacti produced more flowers and initiated more fruit from hand-pollinated flowers than did unwatered cacti, but fruit initiation remained low despite excess pollen. Even though water, pollination and larvae each affected a component of cactus reproduction, when all of these factors were included in a factorial experiment, pollination and water determined rates of reproduction. Counter-intuitively, larval fruit consumption had a negligible effect on cactus reproduction. By quantifying both benefits and costs of mutualism in terms of demographic rates, this study demonstrates that benefits and costs can be differentially influential to population processes and that interpretation of their influences can depend on demographic effects of factors extrinsic to the interaction.     

Ecological and evolutionary conditions for fruit abortion to regulate pollinating seed-eaters and increase plant reproduction

Coevolved mutualisms, such as those between senita cacti, yuccas, and their respective obligate pollinators, benefit both species involved in the interaction. However, in these pollination mutualisms the pollinator's larvae impose a cost on plants through consumption of developing seeds and fruit. The effects of pollinators on benefits and costs are expected to vary with the abundance of pollinators, because large population sizes result in more eggs and larval seed-eaters. Here, we develop the hypothesis that fruit abortion, which is common in yucca, senita, and plants in general, could in some cases have the function of limiting pollinator abundance and, thereby, increasing fruit production. Using a general steady-state model of fruit production and pollinator dynamics, we demonstrate that plants involved in pollinating seed-eater mutualisms can increase their fecundity by randomly aborting fruit. We show that the ecological conditions under which fruit abortion can improve plants fecundity are not unusual. They are best met when the plant is long-lived, the population dynamics of the pollinator are much faster than those of the plant, the loss of one fruit via abortion kills a larva that would have the expectation of destroying more than one fruit through its future egg laying as an adult moth, and the effects of fruit abortion on pollinator abundance are spatially localized. We then use the approach of adaptive dynamics to find conditions under which a fruit abortion strategy based on regulating the pollinator population could feasibly evolve in this type of plant-pollinator interaction.     

Ecological theory of mutualism: Robust patterns of stability and thresholds in two‐species population models

Mutualisms are ubiquitous in nature, provide important ecosystem services, and involve many species of interest for conservation. Theoretical progress on the population dynamics of mutualistic interactions, however, comparatively lagged behind that of trophic and competitive interactions, leading to the impression that ecologists still lack a generalized framework to investigate the population dynamics of mutualisms. Yet, over the last 90 years, abundant theoretical work has accumulated, ranging from abstract to detailed. Here, we review and synthesize historical models of two‐species mutualisms. We find that population dynamics of mutualisms are qualitatively robust across derivations, including levels of detail, types of benefit, and inspiring systems. Specifically, mutualisms tend to exhibit stable coexistence at high density and destabilizing thresholds at low density. These dynamics emerge when benefits of mutualism saturate, whether due to intrinsic or extrinsic density dependence in intraspecific processes, interspecific processes, or both. We distinguish between thresholds resulting from Allee effects, low partner density, and high partner density, and their mathematical and conceptual causes. Our synthesis suggests that there exists a robust population dynamic theory of mutualism that can make general predictions.     

Coevolutionary dynamics in one-to-many mutualistic systems

“One-to-many” mutualisms are often observed in nature. In this type of mutualism, each host individual can interact with many symbionts, whereas each individual symbiont can interact with only one host individual. Partner choice by the host is a potentially critical mechanism for maintaining such systems; however, its long-term effects on the coevolution between the hosts and symbionts have not been completely explored. In this study, I developed a simple mathematical model to describe the coevolutionary dynamics between hosts and symbionts in a one-to-many mutualism. I assumed that each host chooses a constant number of symbionts from a potential symbiont population, a fraction of which are chosen through preferential choice on the basis of the cooperativeness of the symbionts and the rest are chosen randomly. Using numerical calculations, I found that mutualism is maintained when the preferential choice is not very costly and the mutation rate of symbionts is large. I also found that symbionts that receive benefits from hosts without a return (cheater symbionts) and hosts that do not engage in preferential partner choice (indiscriminator hosts) can coexist with mutualist symbionts and discriminator hosts, respectively. The parameter domain of pure mutualism, i.e., free from cheater symbionts and indiscriminator hosts, can be narrower than the whole domain where the mutualism persists.     

Carbon allocation and competition maintain variation in plant root mutualisms

Plants engage in multiple root symbioses that offer varying degrees of benefit. We asked how variation in partner quality persists using a resource‐ratio model of population growth. We considered the plant's ability to preferentially allocate carbon to mutualists and competition for plant carbon between mutualist and nonmutualist symbionts. We treated carbon as two nutritionally interchangeable, but temporally separated, resources—carbon allocated indiscriminately for the construction of the symbiosis, and carbon preferentially allocated to the mutualist after symbiosis establishment and assessment. This approach demonstrated that coexistence of mutualists and nonmutualists is possible when fidelity of the plant to the mutualist and the cost of mutualism mediate resource competition. Furthermore, it allowed us to trace symbiont population dynamics given varying degrees of carbon allocation. Specifically, coexistence occurs at intermediate levels of preferential allocation. Our findings are consistent with previous empirical studies as well the application of biological market theory to plantroot symbioses.     

On the structure and stability of mutualistic systems: Analysis of predator-prey and competition models as modified by the action of a slow-growing mutualist

Two basic models of mutualism are presented in which interactions among three species lead to mutualism between two of them. The models represent 2-species predator-prey or competition systems in which a third species acts as a mutualist with either the predator, the prey, or one of the competitors. The models include the assumptions that there is a cost of associating with the mutualist and that the mutualist population grows much more slowly than the other two populations. Special cases of these two models correspond to six qualitatively different types of mutualistic benefit, all of which are known to occur in nature: deterring predation, increasing prey availability, feeding on (or competing with) a predator, increasing competitive interactions, decreasing competitive interactions, and feeding on (or competing with) a competitor. These models and their special cases are subjected to a local stability analysis. The results show that mutualism based upon deterring predation, competing with a predator, or decreasing competitive interactions enhances local stability, while mutualism based upon increasing prey availability or increasing competitive interactions reduces local stability. These results clearly reject the idea that mutualism is an inherently unstable process, and reinforces the idea that each different kind of mutualism will have to be considered separately. Compared to 2-species models of mutualism, the 3-species models provide a more realistic representation of the structure of many mutualistic systems, the mechanisms by which one species benefits another, and the regulation of the interaction.     

Perspectives on allelopathic disruption of plant mutualisms: a framework for individual- and population-level fitness consequences

Mutualisms with mycorrhizal fungi, pollinators, and seed dispersers are critical for plant survival and reproduction. However, mutualism effectiveness is highly sensitive to disturbance by environmental stressors. Allelopathy is often overlooked, yet likely important, as a potential stress on plant mutualism function. Allelochemicals can affect plant mutualisms by either directly interfering with the plant’s ability to produce resources and rewards for its mutualistic partners or by directly or indirectly altering the non-plant mutualist’s behavior. Here we explore the potential effects of allelochemicals on plant mutualisms. Since allelochemicals can reduce plant growth and carbon acquisition, we suggest that allelopathy could directly diminish: (1) carbon provisioning to mycorrhizal fungi, (2) flower, pollen, and nectar production for pollinators, and (3) fruit attractiveness to seed dispersers. Similarly, allelochemicals that directly affect mycorrhizal fungi functioning can reduce the flow of soil resources to their plant partner. Further, volatile allelochemicals or uptake of allelochemicals from the soil by the plant could alter pollen/nectar or fruit attractiveness and indirectly influence pollinator and seed disperser behavior. Finally, we explore the extent to which plant-produced chemicals could have a direct or indirect positive effect on plant mutualisms. We end using these questions to frame future avenues of research that could help to move studies of allelopathy into the broader ecological context of mutualisms.     

Interspecific conflict and the evolution of ineffective rhizobia

Microbial symbionts exhibit broad genotypic variation in their fitness effects on hosts, leaving hosts vulnerable to costly partnerships. Interspecific conflict and partner‐maladaptation are frameworks to explain this variation, with different implications for mutualism stability. We investigated the mutualist service of nitrogen fixation in a metapopulation of root‐nodule forming Bradyrhizobium symbionts in Acmispon hosts. We uncovered Bradyrhizobium genotypes that provide negligible mutualist services to hosts and had superior in planta fitness during clonal infections, consistent with cheater strains that destabilise mutualisms. Interspecific conflict was also confirmed at the metapopulation level – by a significant negative association between the fitness benefits provided by Bradyrhizobium genotypes and their local genotype frequencies – indicating that selection favours cheating rhizobia. Legumes have mechanisms to defend against rhizobia that fail to fix sufficient nitrogen, but these data support predictions that rhizobia can subvert plant defenses and evolve to exploit hosts.     

Host discrimination in modular mutualisms: a theoretical framework for meta-populations of mutualists and exploiters

Plants in multiple symbioses are exploited by symbionts that consume their resources without providing services. Discriminating hosts are thought to stabilize mutualism by preferentially allocating resources into anatomical structures (modules) where services are generated, with examples of modules including the entire inflorescences of figs and the root nodules of legumes. Modules are often colonized by multiple symbiotic partners, such that exploiters that co-occur with mutualists within mixed modules can share rewards generated by their mutualist competitors. We developed a meta-population model to answer how the population dynamics of mutualists and exploiters change when they interact with hosts with different module occupancies (number of colonists per module) and functionally different patterns of allocation into mixed modules. We find that as module occupancy increases, hosts must increase the magnitude of preferentially allocated resources in order to sustain comparable populations of mutualists. Further, we find that mixed colonization can result in the coexistence of mutualist and exploiter partners, but only when preferential allocation follows a saturating function of the number of mutualists in a module. Finally, using published data from the fig–wasp mutualism as an illustrative example, we derive model predictions that approximate the proportion of exploiter, non-pollinating wasps observed in the field.     

Benefits and costs to pollinating,seed-eating insects: the effect of flower size and fruit abortion on larval performance

Plant–pollinator interactions are well-known examples of mutualism, but are not free of antagonism. Antagonistic interactions and defenses or counter-defenses are expected particularly in nursery pollination. In these systems, adult insects, while pollinating, lay their eggs in flowers, and juveniles consume the seeds from one or several fruits, thereby substantially reducing plant fitness. The outcome of such interactions will depend, for the plant, on the balance between pollination versus seed predation and for the larvae on the balance between the food and shelter provided versus the costs imposed by plant defenses, e.g., through abortion of infested fruits. Here, we examine the costs and benefits to the larvae in the nursery-pollination system Silene latifolia/Hadena bicruris. Using selection lines that varied in flower size (large- vs. small-flowered plants), we investigated the effects of variation in flower and fruit size and of a potential defense, fruit abortion, on larval performance. In this system, infested fruits are significantly more likely to be aborted than non-infested fruits; however, it is unclear whether fruit abortion is effective as a defense. Larger flowers gave rise to larger fruits with more seeds, and larvae that were heavier at emergence. Fruit abortion was frequently observed (ca. 40% of the infested fruits). From aborted fruits, larvae emerged earlier and were substantially lighter than larvae emerging from non-aborted fruits. The lower mass at emergence of larvae from aborted fruits indicates that abortion is a resistance mechanism. Assuming that lower larval mass implies fewer resources invested in the frugivore, these results also suggest that abortion is likely to benefit the plant as a defense mechanism, by limiting both resources invested in attacked fruits, as well as the risk of secondary attack. This suggests that selective fruit abortion may contribute to the stability of mutualism also in this non-obligate system.     

Analysis of three species models of mutualism in predator-prey and competitive systems

Mutualism arises in many qualitatively different ways, but previous 2-species models of mutualism correspond to only a few of these. Following Addicott and Freedman (1983), we present two models of mutualism in which interactions among three species lead to mutualism between two of them. One model involves interactions among a predator, a mutualist-prey, and a mutualist, while the other involves interactions among a competitor, a mutualist-competitor, and a mutualist. Given biologically reasonable constraints upon the functions in the model, we present (1) the conditions for boundedness of solutions, (2) the equilibria and their local stability, and (3) the conditions for the existence of small amplitude periodic solutions, a behavior not predicted by 2-species models of mutualism. The models include costs to the mutualist-prey or mutualist-competitor of associating with the mutualist. Analysis of special cases shows that mutualism can cause the extinction of the predator, or the reversal of competitive outcomes.     

EXPLAINING MUTUALISM VARIATION: A NEW EVOLUTIONARY PARADOX?

The paradox of mutualism is typically framed as the persistence of interspecific cooperation, despite the potential advantages of cheating. Thus, mutualism research has tended to focus on stabilizing mechanisms that prevent the invasion of low‐quality partners. These mechanisms alone cannot explain the persistence of variation for partner quality observed in nature, leaving a large gap in our understanding of how mutualisms evolve. Studying partner quality variation is necessary for applying genetically explicit models to predict evolution in natural populations, a necessary step for understanding the origins of mutualisms as well as their ongoing dynamics. An evolutionary genetic approach, which is focused on naturally occurring mutualist variation, can potentially synthesize the currently disconnected fields of mutualism evolution and coevolutionary genetics. We outline explanations for the maintenance of genetic variation for mutualism and suggest approaches necessary to address them.     

Acoustic alarm signalling facilitates predator protection of treehoppers by mutualist ant bodyguards

Mutualism is a net positive interaction that includes varying degrees of both costs and benefits. Because tension between the costs and benefits of mutualism can lead to evolutionary instability, identifying mechanisms that regulate investment between partners is critical to understanding the evolution and maintenance of mutualism. Recently, studies have highlighted the importance of interspecific signalling as one mechanism for regulating investment between mutualist partners. Here, we provide evidence for interspecific alarm signalling in an insect protection mutualism and we demonstrate a functional link between this acoustic signalling and efficacy of protection. The treehopper Publilia concava Say (Hemiptera: Membracidae) is an insect that provides ants with a carbohydrate-rich excretion called honeydew in return for protection from predators. Adults of this species produce distinct vibrational signals in the context of predator encounters. In laboratory trials, putative alarm signal production significantly increased following initial contact with ladybeetle predators (primarily Harmonia axyridis Pallas, Coleoptera: Coccinellidae), but not following initial contact with ants. In field trials, playback of a recorded treehopper alarm signal resulted in a significant increase in both ant activity and the probability of ladybeetle discovery by ants relative to both silence and treehopper courtship signal controls. Our results show that P. concava treehoppers produce alarm signals in response to predator threat and that this signalling can increase effectiveness of predator protection by ants.