The evolution of worker caste diversity in social insects

Morphological diversification of workers is predicted to improve the division of labor within social insect colonies, yet many species have monomorphic workers. Individual-level selection on the reproductive capacities of workers may counter colony-level selection for diversification, and life-history differences between species (timing of caste determination, colony size, genetic variation available) may mediate the strength of this selection. We tested this through phylogenetically independent contrast analyses on a new data set for 35 ant species. Evidence was found that early divergence of queen-worker developmental pathways may facilitate the evolution of worker diversity because queen-worker dimorphism was strongly positively associated with diversity. By contrast, risks for colonies that invest in specialized workers and colony size effects on costs of worker reproduction seem unlikely to strongly affect the evolution of worker diversity because there was no significant association between colony size and diversity when controlling statistically for queen-worker dimorphism. Finally, worker diversity was greater in species with multiple lineages per colony, and it was negatively associated with relatedness in monogynous species. This could be due to high intracolonial genetic variance favoring the expression and evolution of great worker diversity or to diversity evolving more easily when there is selection for repression of worker reproduction (worker policing).     

Caste determination in a polymorphic social insect: nutritional, social, and genetic factors

We examined how dietary, social, and genetic factors affect individual size and caste in the Florida harvester ant Pogonomyrmex badius, which has three discrete female castes. The diet that a larva consumed, as indicated by delta(13)C, delta(15)N, and C:N, varied with caste. Both N content and estimated trophic position of dietary input was higher for major than for minor workers and was highest for gynes (reproductive females). The size and resources of a colony affected the size of only minor workers, not that of gynes and major workers. Approximately 19% of patrilines showed a bias in which female caste they produced. There were significant genetic effects on female size, and the average sizes of a major worker and a gyne produced by a patriline were correlated, but neither was correlated with minor worker size. Thus, genetic factors influence both caste and size within caste. We conclude that environmental, social, and genetic variation interact to create morphological and physiological variation among females in P. badius. However, the relative importance of each type of factor affecting caste determination is caste specific.     

Reproductive skew and the origin of sterile castes

Reproductive skew theory has not heretofore formally addressed one of the most important questions in evolutionary biology: How can whole-life sterile castes evolve? We construct a transactional skew model investigating under what conditions a subordinate in a multimember group is favored to develop into a morphologically specialized worker caste. Our model demonstrates that, contrary to former expectations, the ecological and genetic conditions favoring caste differentiation are far more restrictive than those favoring high skew. Caste differentiation cannot be selected in saturated, symmetrical relatedness groups unless the genetic relatedness among group members is extremely high. In contrast, it can be selected in the saturated, asymmetrical relatedness (parent-offspring) groups with complete skew. If we also consider the future reproduction of subordinates, caste differentiation is possible only after the group size reaches a certain critical point. Most importantly, caste differentiation in a parent-offspring group increases its saturated group size. The positive feedback between group size and the degree of caste differentiation can continue in principle until completely sterile worker castes emerge. Thus, at least in the case of parent-offspring groups, group size but not the degree of reproductive skew may be a better index of the level of social complexity. A scheme for the evolution of sterile worker castes that integrates the role of group size into the framework of reproductive skew theory is proposed.     

Mechanisms of social regulation change across colony development in an ant

Background  

Mutual policing is an important mechanism for reducing conflict in cooperative groups. In societies of ants, bees, and wasps, mutual policing of worker reproduction can evolve when workers are more closely related to the queen's sons than to the sons of workers or when the costs of worker reproduction lower the inclusive fitness of workers. During colony growth, relatedness within the colony remains the same, but the costs of worker reproduction may change. The costs of worker reproduction are predicted to be greatest in incipient colonies. If the costs associated with worker reproduction outweigh the individual direct benefits to workers, policing mechanisms as found in larger colonies may be absent in incipient colonies.     

Individual versus social complexity, with particular reference to ant colonies

Insect societies colonies of ants, bees, wasps and termites--vary enormously in their social complexity. Social complexity is a broadly used term that encompasses many individual and colony-level traits and characteristics such as colony size, polymorphism and foraging strategy. A number of earlier studies have considered the relationships among various correlates of social complexity in insect societies; in this review, we build upon those studies by proposing additional correlates and show how all correlates can be integrated in a common explanatory framework. The various correlates are divided among four broad categories (sections). Under 'polyphenism' we consider the differences among individuals, in particular focusing upon 'caste' and specialization of individuals. This is followed by a section on 'totipotency' in which we consider the autonomy and subjugation of individuals. Under this heading we consider various aspects such as intracolony conflict, worker reproductive potential and physiological or morphological restrictions which limit individuals' capacities to perform a range of tasks or functions. A section entitled 'organization of work' considers a variety of aspects, e.g. the ability to tackle group, team or partitioned tasks, foraging strategies and colony reliability and efficiency. A final section, 'communication and functional integration', considers how individual activity is coordinated to produce an integrated and adaptive colony. Within each section we use illustrative examples drawn from the social insect literature (mostly from ants, for which there is the best data) to illustrate concepts or trends and make a number of predictions concerning how a particular trait is expected to correlate with other aspects of social complexity. Within each section we also expand the scope of the arguments to consider these relationships in a much broader sense of'sociality' by drawing parallels with other 'social' entities such as multicellular individuals, which can be understood as 'societies' of cells. The aim is to draw out any parallels and common causal relationships among the correlates. Two themes run through the study. The first is the role of colony size as an important factor affecting social complexity. The second is the complexity of individual workers in relation to the complexity of the colony. Consequently, this is an ideal opportunity to test a previously proposed hypothesis that 'individuals of highly social ant species are less complex than individuals from simple ant species' in light of numerous social correlates. Our findings support this hypothesis. In summary, we conclude that, in general, complex societies are characterized by large colony size, worker polymorphism, strong behavioural specialization and loss of totipotency in its workers, low individual complexity, decentralized colony control and high system redundancy, low individual competence, a high degree of worker cooperation wher tackling tasks, group foraging strategies, high tempo, multi-chambered tailor-made nests, high functional integration, relatively greater use of cues and modulatory signals to coordinate individuals and heterogeneous patterns of worker-worker interaction.     

REPRODUCTIVE SKEW AND SPLIT SEX RATIOS IN SOCIAL HYMENOPTERA

Abstract I present a model demonstrating that, in social Hymenoptera, split sex allocation can influence the evolution of reproductive partitioning (skew). In a facultatively polygynous population (with one to several queens per colony), workers vary in their relative relatedness to females (relatedness asymmetry). Split sex‐ratio theory predicts that workers in monogynous (single‐queen) colonies should concentrate on female production, as their relatedness asymmetry is relatively high, whereas workers in the polygynous colonies should concentrate on male production, as their relatedness asymmetry is relatively low. By contrast, queens in all colonies value males more highly per capita than they value females, because the worker‐controlled population sex ratio is too female‐biased from the queens' standpoint. Consider a polygynous colony in a facultatively polygynous population of perennial, social Hymenoptera with split sex ratios. A mutant queen achieving reproductive monopoly would gain from increasing her share of offspring but, because the workers would assess her colony as monogynous, would lose from the workers rearing a greater proportion of less‐valuable females from the colony's brood. This sets an upper limit on skew. Therefore, in social Hymenoptera, skew evolution is potentially affected by queen‐worker conflict over sex allocation.     

Workers influence royal reproduction

Understanding which parties regulate reproduction is fundamental to understanding conflict resolution in animal societies. In social insects, workers can influence male production and sex ratio. Surprisingly, few studies have investigated worker influence over which queen(s) reproduce(s) in multiple queen (MQ) colonies (skew), despite skew determining worker-brood relatedness and so worker fitness. We provide evidence for worker influence over skew in a functionally monogynous population of the ant Leptothorax acervorum. Observations of MQ colonies leading up to egg laying showed worker aggressive and non-aggressive behaviour towards queens and predicted which queen monopolized reproduction. In contrast, among-queen interactions were rare and did not predict queen reproduction. Furthermore, parentage analysis showed workers favoured their mother when present, ensuring closely related fullsibs (average r = 0.5) were reared instead of less related offspring of other resident queens (r ≤ 0.375). Discrimination among queens using relatedness-based cues, however, seems unlikely as workers also biased their behaviour in colonies without a mother queen. In other polygynous populations of this species, workers are not aggressive towards queens and MQs reproduce, showing the outcome of social conflicts varies within species. In conclusion, this study supports non-reproductive parties having the power and information to influence skew within cooperative breeding groups.     

Caste fate conflict in swarm-founding social hymenoptera: an inclusive fitness analysis

A caste system in which females develop into morphologically distinct queens or workers has evolved independently in ants, wasps and bees. Although such reproductive division of labour may benefit the colony it is also a source of conflict because individual immature females can benefit from developing into a queen in order to gain greater direct reproduction. Here we present a formal inclusive fitness analysis of caste fate conflict appropriate for swarm-founding social Hymenoptera. Three major conclusions are reached: (1) when caste is self-determined, many females should selfishly choose to become queens and the resulting depletion of the workforce can substantially reduce colony productivity; (2) greater relatedness among colony members reduces this excess queen production; (3) if workers can prevent excess queen production at low cost by controlled feeding, a transition to nutritional caste determination should occur. These predictions generalize results derived earlier using an allele-frequency model [Behav. Ecol. Sociobiol. (2001) 50: 467] and are supported by observed levels of queen production in various taxa, especially stingless bees, where caste can be either individually or nutritionally controlled.     

Potential and realized reproduction by different worker castes in queen-less and queen-right colonies of <Emphasis Type="Italic">Pogonomyrmex badius</Emphasis>

Workers of the Florida harvester ant (Pogonomyrmex badius), the only North American Pogonomyrmex with a polymorphic worker caste, produce males when colonies are orphaned. In this study,we assessed the reproductive potential of workers of each caste group, minors and majors, in the presence and absence of the queen, and tested whether males produced in natural queen-right colonies are derived from workers. Worker size was positively correlated with ovariole number such that major workers had approximately double the number of ovarioles as minor workers. The number of vitellogenic oocytes, a measure of reproductive potential, was greater in major compared to minor workers and increased in both worker castes when queens were removed. Major workers have greater reproductive potential than minors although they represent a minority within the colony (~5% of workers are majors). Worker produced eggs were visible in colonies 28 – 35 days after queen removal. This time lag, from queen removal to egg production, is similar to other ants and bees. Though workers are capable of producing viable eggs, we found no evidence that they do so in queen-right colonies, suggesting that worker reproduction is controlled via some social mechanism (self restraint, policing, or inhibition). This result supports predictions of kin selection theory – that due to multiple mating by the queen workers are more related to queen-produced males than most worker-produced males and should thus favor reproduction by the queen and inhibit reproduction by other workers. Received 25 January 2007; revised 1 May 2007; accepted 21 May 2007.     

Reproductive sharing among queens in the ant Formica fusca

Reproductive sharing among cobreeders, in which reproductiveshares may vary from equal contribution (low reproductive skew)to reproductive dominance by one individual (high reproductiveskew), is a fundamental feature of animal societies. Recenttheoretical work, the reproductive skew models, has focusedon factors affecting the degree to which reproduction is skewedwithin a society. We used the parameters provided by skew modelsas a guideline to study determinants of reproductive sharingin polygyne ants. As a model system we used two-queen laboratorycolonies of the ant Formica fusca in which the reproductiveshares of each queen was assessed from offspring by using allozymesand DNA microsatellites. We tested how the different variablesincluded in reproductive skew models (queen-queen relatedness,potential fighting ability, productivity, and worker relatednessreflected by queen number in the colony of origin) affect reproductivesharing among queens. The results showed that the relatednessamong queens explained 26% of the variation in reproductiveskew. The size difference between queens (reflecting potentialfighting ability), colony productivity, and worker relatednessdid not have an effect on reproductive partitioning among cobreeders.To our knowledge, this is the first study to test for the effectsof various determinants of skew in an experimental setting.     

Aspects of worker reproduction in four social wasp species (Insecta: Hymenoptera: Vespidae)

The question of male production by workers in social wasp colonies (Vespinae) has long concerned researchers. Its occurrence would suggest that queen control of colony reproduction is not absolute and that the evolution and maintenance of eusociality in vespines may have been promoted through direct reproductive ability of the worker caste. Dissections of over 3,300 workers from 34 Paravespula and Vespula colonies failed to reveal a significant contribution to male production by workers in most colonies. In those colonies which did contain ovary-developed workers, the wasps tended to be larger than their nestmates in two of the species. On the other hand, ovary-developed workers could not be characterized as specializing in intra- or extranidal tasks in any species. The onset of worker ovarian development was associated with increased size of nests and occurred predominantly in late-season colonies. The near-complete sterility of workers through most of the season suggests that models invoking mutualism and characterizing workers as 'hopeful reproductives' cannot explain the maintenance of eusociality in vespine wasps.     

Worker reproductive competition affects division of labor in a primitively social paperwasp (Polistes instabilis)

Social insects are premier models for studying the evolution of self-organization in animal societies. Primitively social species may be informative about the early stages of social evolution and transitions in self-organization. Previous worker removal studies in Polistes instabilis paper wasps suggested that dominant but non-egglaying workers play an important role in regulating rates of task performance by inducing foraging in subordinates. We extend previous worker removal studies by quantifying changes in individuals’ behavior following removals, and by measuring associations between behavioral change and individuals’ reproductive capacity (ovary development). Workers changed their rates of aggressive behaviors more than queens following the dominant worker removals. Increases in worker’s rates of aggressive behaviors were correlated with decreases in their foraging rates. Changes in individual rates of social aggression were associated with their reproductive capacity: worker females with well-developed ovaries increased their rates of aggression. Further changes in rates of aggression after the dominant workers were returned also depended on ovary development. These patterns suggest that task performance and potential fecundity are linked in workers, and that worker interactions play a strong role in regulating task performance. We conclude that worker reproductive competition may have influenced the evolution of colony organization in social insects. Received 6 June 2008; revised 11 August 2008; accepted 12 August 2008.     

Reproductive Caste Performs Intranidal Tasks Instead of Workers in the Ant Mystrium oberthueri

Division of labour improves the efficiency of animal societies. Efficiency is further improved in many social insects where morphologically specialized adults perform different tasks. In ants, the wingless worker caste performs non‐reproductive activities and sometimes exhibits multiple phenotypes when requirements between brood care and expert foraging diverge. Mystrium rogeri from Madagascar is a specialist predator on large centipedes, and the worker caste is highly polymorphic in size. In contrast, M. oberthueri has only large workers. The replacement of the queen caste by wingless intermorphs much smaller than workers explains this evolutionary shift in M. oberthueri. Many intermorphs occur in each colony but only a few mate and reproduce. In order to determine their contribution to non‐reproductive tasks, we performed multivariate analyses on behavioural data recorded by scan sampling from four M. oberthueri colonies in the laboratory. In unmanipulated colonies, workers and intermorphs exhibited two distinct behavioural profiles. Workers focused on guarding and foraging, while intermorphs performed brood care and nest cleaning, regardless of whether they reproduced or not. This pattern of polyethism where the reproductive caste completely takes charge of some non‐reproductive tasks is novel, as confirmed by our observations of one colony of M. rogeri where non‐reproductive tasks were restricted to workers, as in most ants. When isolated from one another, M. oberthueri workers and intermorphs developed less distinctive behavioural patterns. Some workers cared for the brood, but the intermorphs could not hunt because of their small mandibles. Such plasticity in polyethism at the colony level confers the ability to react to unexpected changes, including variable proportions of workers and intermorphs.     

Colony kin structure and male production in Dolichovespula wasps

In annual hymenopteran societies headed by a single outbred queen, paternity (determined by queen mating frequency and sperm use) is the sole variable affecting colony kin structure and is therefore a key predictor of colony reproductive characteristics. Here we investigate paternity and male production in five species of Dolichovespula wasps. Twenty workers from each of 10 colonies of each of five species, 1000 workers in total, were analysed at three DNA microsatellite loci to estimate paternity. To examine the relationship between kin structure and reproductive behaviour, worker ovary activation was assessed by dissection and the maternal origin of adult males was assessed by DNA microsatellites. Effective paternity was low in all species (D. media 1.08, D. maculata 1.0, D. sylvestris 1.15, D. norwegica 1.08 and D. saxonica 1.35), leading to the prediction of queen-worker conflict over male production. In support of this, workers with full-size eggs in their ovaries (four out of five species) and adult males that were workers' sons (all five species) were found in queenright colonies. However, workers were only responsible for a minority of male production (D. media 7.4%, D. maculata 20.9%, D. sylvestris 9.8%, D. norwegica 2.6% and D. saxonica 34.6%) suggesting that the queen maintains considerable reproductive power over the workers. Kin structure and reproductive conflict in Dolichovespula contrast with their sister group Vespula. Dolichovespula is characterized by low paternity, worker reproduction, and queen-worker conflict and Vespula by high paternity, effective worker policing and absence of worker reproduction. The trend revealed by this comparison is as predicted by kin selection theory suggesting that colony kin structure has been pivotal in the evolution of the yellowjacket wasps.     

Absence of individual sterility in thelytokous colonies of the ant <Emphasis Type="Italic">Cerapachys biroi</Emphasis> Forel (Formicidae,Cerapachyinae)

Summary The reproductive partitioning generates a persistent conflict within insects societies and a sustained theoretical and empirical attention is devoted to understand its resolution. In that context, thelytokous parthenogenesis by workers is an intriguing phenomenon where each individual is virtually reproducing. This reproductive strategy, scarce among Formicidae, was studied in C. biroi, an obligatory thelytokous cerapachyine ant. Particularly, we searched for a reproductive division of labour in colonies assumed to be clonal. The results revealed that no sterile caste was present in the colonies. However, reproduction was linked both to a temporal polyethism, in which older workers ceased to lay as they became foragers, and to a morphological polyethism, illustrated by two morphological types of individuals displaying different task allocations and ovary capacities. Evolutionary implication of this uncommon social structure, seemingly free of traditional conflict and characterised by a reproduction evenly distributed among nestmates, is discussed from comparisons to other ant species with extreme kin structure.Received 18 June 2003; revised 6 August 2003; accepted 7 August 2003.     

It's good to be queen: classically eusocial colony structure and low worker fitness in an obligately social sweat bee

Lasioglossum malachurum, a bee species common across much of Europe, is obligately eusocial across its range but exhibits clear geographic variation in demography and social behaviour. This variation suggests that social interactions between queens and workers, opportunities for worker oviposition, and patterns of relatedness among nest mates may vary considerably, both within and among regions. In this study, we used three microsatellite loci with 12-18 alleles each to examine the sociogenetic structure of colonies from a population at Agios Nikolaos Monemvasias in southern Greece. These analyses reveal that the majority of colonies exhibit classical eusocial colony structure in which a single queen mated to a single male monopolizes oviposition. Nevertheless, we also detect low rates of multiqueen nest founding, occasional caste switching by worker-destined females, and worker oviposition of both gyne and male-producing eggs in the final brood. Previous evidence that the majority of workers show some ovarian development and a minority (17%) have at least one large oocyte contrasts with the observation that only 2-3% of gynes and males (the so-called reproductive brood) are produced by workers. An evaluation of the parameters of Hamilton's Rule suggests that queens benefit greatly from the help provided by workers but that workers achieve greater fitness by provisioning and laying their own eggs rather than by tending to the queen's eggs. This conflict of interest between the queen and her workers suggests that the discrepancy between potential and achieved worker oviposition is due to queen interference. Comparison of relatedness and maternity patterns in the Agios Nikolaos Monemvasias population with those from a northern population near Tübingen, Germany, points to a north-south cline of increasingly effective queen control of worker behaviour.     

Trophallaxis and reproductive conflicts in social bees

In the eusocial Hymenoptera, reproductive division of labour is a key aspect of colony organisation. In most of its species, workers are sterile and are unable to reproduce, while the queen monopolises reproduction. When workers are able to reproduce, a conflict with the queen or with other workers over male production is predicted. Because this reproduction may involve costs for the colony, the potential conflict over male parentage gives rise to important questions, such as what are the proximate mechanisms that allow a queen to control the reproductive potential of its workers, and which factors make some workers fertile and others not. In the groups where it occurs, an important mechanism for the regulation of reproduction is trophallaxis (the process of mutual feeding through regurgitation that occurs in several species of social insects). Trophallaxis gives dominant individuals a trophic advantage by taking nutrients from submissive individuals. In advanced eusocial species of bees, trophallaxis may also serve as an alternative hierarchical interaction in the absence of agonistic conflicts. In this way, trophallaxis not only represents an alternative path for hierarchical interactions, but it may be evolutionary linked to intracolonial conflict among workers.     

Multiple breeders, breeder shifts and inclusive fitness returns in an ant

In social insects, colonies may contain multiple reproductively active queens. This leads to potential conflicts over the apportionment of brood maternity, especially with respect to the production of reproductive offspring. We investigated reproductive partitioning in offspring females (gynes) and workers in the ant Formica fusca, and combined this information with data on the genetic returns gained by workers. Our results provide the first evidence that differential reproductive partitioning among breeders can enhance the inclusive fitness returns for sterile individuals that tend non-descendant offspring. Two aspects of reproductive partitioning contribute to this outcome. First, significantly fewer mother queens contribute to gyne (new reproductive females) than to worker brood, such that relatedness increases from worker to gyne brood. Second, and more importantly, adult workers were significantly more related to the reproductive brood raised by the colony, than to the contemporary worker brood. Thus, the observed breeder shift leads to genetic benefits for the adult workers that tend the brood. Our results also have repercussions for genetic population analyses. Given the observed pattern of reproductive partitioning, estimates of effective population size based on worker and gyne samples are not interchangeable.     

Social parasitism by Cape honeybee workers in colonies of their own subspecies (Apis mellifera capensis Esch.)

Social parasitism is widespread in the eusocial insects. Although social parasites often show a reduced worker caste, unmated workers can also parasitize colonies. Cape honeybee workers, Apis mellifera capensis, can establish themselves as social parasites in host colonies of other honeybee subspecies. However, it is unknown whether social parasitism by laying workers also occurs among Cape honeybee colonies. In order to address this question we genotyped worker offspring of six queenless A. m. capensis colonies and determined the maternity of the reproducing workers. We found that three non-nestmate workers dominated reproduction in a host colony and produced 62.5% of the progeny. Our results show that social parasitism by laying workers is a naturally occurring part of the biology of Cape honeybees. However, such social parasitism is not frequently found (6.41% of the total worker offspring) probably due to co-evolutionary processes among A. m. capensis resulting in an equilibrium between selection for reproductive dominance in workers, colony maintenance and queen adaptation. Received 28 July 2005; revised 19 September and 11 November 2005; accepted 16 November 2005.     

Significant reproductive skew in the facultatively polygynous ant Pheidole pallidula

Reproductive skew - the extent to which reproduction is unevenly shared between individuals in a social group - varies greatly between and within animal species. In this study, we investigated how queens share parentage in polygynous (multiple queen) colonies of the Mediterranean ant Pheidole pallidula. We used highly polymorphic microsatellites markers to determine parentage of gynes (new queens), males and workers in P. pallidula field colonies. The comparison of the genotypes of young and adult workers revealed a very low queen turnover (less than 2%). The first main finding of the study of reproductive skew in these colonies was that there was a significant departure from equal contribution of queens to gyne, male and worker production. Reproductive skew was greater for male production than for queen and worker production. There was no relationship between the magnitude of the reproductive skew and the number of reproductive queens per colony, their relatedness and the overall colony productivity, some of the factors predicted to influence the extent of reproductive skew. Finally, our study revealed for the first time a trade-off in the relative contribution of nestmate queens to gyne and worker production. The queens contributing more to gyne production contributed significantly less to worker production.