Workers, sexuals, or both? Optimal allocation of resources to reproduction and growth in annual insect colonies

Understanding decisions about the allocation of resources into colony growth and reproduction in social insects is one of the challenging issues in sociobiology. In their seminal paper, Macevicz and Oster predicted that, for most annual insect colonies, a bang–bang strategy should be favoured by selection, i.e. a strategy characterised by an “ergonomic phase” with exponential colony growth followed by a “reproductive phase” with all resources invested into the production of sexuals. Yet, there is empirical evidence for the simultaneous investment into the production of workers and sexuals in annual colonies (graded control). We, therefore, re-analyse and extend the original model of Macevicz and Oster. Using basic calculus, we can show that sufficiently strong negative correlation between colony size and worker efficiency or increasing mortality of workers with increasing colony size will favour the evolution of graded allocation strategies. By similar reasoning, graded control is predicted for other factors limiting colony productivity (for example, if queens’ egg laying capacity is limited).     

Yoyo-bang: a risk-aversion investment strategy by a perennial insect society

In 1978, Oster and Wilson proposed a bang-bang investment strategy for social insects in which colony size at maturity amplifies colony reproduction. In this paper, the investment strategies of the monogyne form of the fire ant, Solenopsis invicta, were compared to the predictions of the bang-bang model. Demographic census data, collected on fire ant mounds excavated every month during the years 1985 and 1988, revealed that colony reproduction was independent of colony size (~50,000 to ~250,000 workers). Why were mature S. invicta colonies up to five times larger than they needed to be to reproduce an annual batch of sexual offspring? To address this question, Oster and Wilson's bang-bang model was modified to a "yoyo-bang" investment strategy for perennial societies. In the yoyo-bang model, excess workers are a disposable reserve - a buffer - that can oscillate up or down depending on resource availability without adversely affecting annual reproductive cycles. The yoyo-bang model links colony size, colony survival and lifetime reproductive fitness.     

Optimal timing of the production of sexuals in bumblebee colonies

Colonies of annual eusocial insects often produce only workers until they switch to the production of sexuals (queens and males). This switch from the ergonomic phase to the reproductive phase has been modelled by Macevicz & Oster (1976). Their model predicts that the production of sexuals should take place approximately one generation (one brood developmental period) before resources are depleted in order to maximise the number of sexuals. Bumblebees, however, produce sexuals early (relative to colony lifetime) when resources are still abundant and thus the model of Macevicz & Oster does not hold for these insects.Here we show that Macevicz & Oster's prediction hinges critically on their assumption that the egg laying rate of the queen is a function of the foraging effort of the workers. This assumption does not hold for bumblebees, where queens lay eggs at a constant rate. Taking this feature of bumblebees into account the model predicts early production of sexuals, since it does not pay to produce more workers and collect more resources than needed to raise sexuals.     

Sex ratio conflict and worker production in eusocial hymenoptera

The best known of the conflicts occurring in eusocial Hymenoptera is queen-worker conflict over sex ratio. So far, sex ratio theory has mostly focused on optimal investment in the production of male versus female sexuals, neglecting the investment in workers. Increased investment in workers decreases immediate sexual productivity but increases expected future colony productivity. Thus, an important issue is to determine the queen's and workers' optimal investment in each of the three castes (workers, female sexuals, and male sexuals), taking into account a possible trade-off between production of female sexuals and workers (both castes developing from diploid female eggs). Here, we construct a simple and general kin selection model that allows us to calculate the evolutionarily stable investments in the three castes, while varying the identity of the party controlling resource allocation (relative investment in workers, female sexuals, and male sexuals). Our model shows that queens and workers favor the investment in workers that maximizes lifetime colony productivity of sexual males and females, whatever the colony kin structure. However, worker production is predicted to be at this optimum only if one of the two parties has complete control over resource allocation, a situation that is evolutionarily unstable because it strongly selects the other party to manipulate sex allocation in its favor. Queens are selected to force workers to raise all the males by limiting the number of eggs they lay, whereas workers should respond to egg limitation by raising a greater proportion of the female eggs into sexual females rather than workers as a means to attain a more female-biased sex allocation. This tug-of-war between queens and workers leads to a stable equilibrium where sex allocation is between the queen and worker optima and the investment in workers is below both parties' optimum. Our model further shows that, under most conditions, female larvae are in strong conflict with queens and workers over their developmental fate because they value their own reproduction more than that of siblings. With the help of our model, we also investigate how variation in queen number and number of matings per queen affect the level of conflict between queens, workers, and larvae and ultimately the allocation of resource in the three castes. Finally, we make predictions that allow us to test which party is in control of sex allocation and caste determination.     

The influence of hybridization on colony structure in the ant species Temnothorax nylanderi and T. crassispinus

The parapatric sibling ant species Temnothorax nylanderi and T. crassispinus hybridize in the contact zone in the Franconian Jura, Southern Germany. Aim of our study was to investigate the impact of hybridization on colony composition and fitness. We classified colonies as either ‘pure’ or containing hybrids by determining their allozyme pattern at GPI, an enzyme that is fixed for different alleles in the two parental species, and quantified their reproductive output. Most colonies with hybrid workers had a T. crassispinus queen. Colonies with heterozygous, hybrid workers produced more young workers than colonies of the parental species but similar numbers of male and female sexuals. Female sexuals from colonies with heterozygous workers had a significantly lower weight than female sexuals from pure colonies. Only a single reproductive queen was found to be heterozygous, suggesting reduced fitness of hybrid queens. As in the parental species, hybrid colonies appear to be frequently taken over by alien queens, which obscures the genetic colony structure. Received 6 April 2006; revised 10 June 2006; accepted 15 June 2006.     

The cost of being queen: Investment across Pogonomyrmex harvester ant gynes that differ in degree of claustrality

The role of the ant colony largely consists of non-reproductive tasks, such as foraging, tending brood, and defense. However, workers are vitally linked to reproduction through their provisioning of sexual offspring, which are produced annually to mate and initiate new colonies. Gynes (future queens) have size-associated variation in colony founding strategy (claustrality), with each strategy requiring different energetic investments from their natal colony. We compared the per capita production cost required for semi-claustral, facultative, and claustral gynes across four species of Pogonomyrmex harvester ants. We found that the claustral founding strategy is markedly expensive, costing approximately 70% more energy than that of the semi-claustral strategy. Relative to males, claustral gynes also had the largest differential investment and smallest size variation. We applied these investment costs to a model by Brown and Bonhoeffer (2003) that predicts founding strategy based on investment cost and foraging survivorship. The model predicts that non-claustral foundresses must survive the foraging period with a probability of 30–36% in order for a foraging strategy to be selectively favored. These results highlight the importance of incorporating resource investment at the colony level when investigating the evolution of colony founding strategies in ants.     

The adaptive significance of inquiline parasite workers

Social parasites exploit the socially managed resources of their host's society. Inquiline social parasites are dependent on their host throughout their life cycle, and so many of the traits inherited from their free-living ancestor are removed by natural selection. One trait that is commonly lost is the worker caste, the functions of which are adequately fulfilled by host workers. The few inquiline parasites that have retained a worker caste are thought to be at a transitional stage in the evolution of social parasitism, and their worker castes are considered vestigial and non-adaptive. However, this idea has not been tested. Furthermore, whether inquiline workers have an adaptive role outside the usual worker repertoire of foraging, brood care and colony maintenance has not been examined. In this paper, we present data that suggest that workers of the inquiline ant Acromyrmex insinuator play a vital role in ensuring the parasite's fitness. We show that the presence of these parasite workers has a positive effect on the production of parasite sexuals and a negative effect on the production of host sexuals. This suggests that inquiline workers play a vital role in suppressing host queen reproduction, thus promoting the rearing of parasite sexuals. To our knowledge, these are the first experiments on inquiline workers and the first to provide evidence that inquiline workers have an adaptive role.     

Sex‐allocation conflict and sexual selection throughout the lifespan of eusocial colonies

Models of sex‐allocation conflict are central to evolutionary biology but have mostly assumed static decisions, where resource allocation strategies are constant over colony lifespan. Here, we develop a model to study how the evolution of dynamic resource allocation strategies is affected by the queen‐worker conflict in annual eusocial insects. We demonstrate that the time of dispersal of sexuals affects the sex‐allocation ratio through sexual selection on males. Furthermore, our model provides three predictions that depart from established results of classic static allocation models. First, we find that the queen wins the sex‐allocation conflict, while the workers determine the maximum colony size and colony productivity. Second, male‐biased sex allocation and protandry evolve if sexuals disperse directly after eclosion. Third, when workers are more related to new queens, then the proportional investment into queens is expected to be lower, which results from the interacting effect of sexual selection (selecting for protandry) and sex‐allocation conflict (selecting for earlier switch to producing sexuals). Overall, we find that colony ontogeny crucially affects the outcome of sex‐allocation conflict because of the evolution of distinct colony growth phases, which decouples how queens and workers affect allocation decisions and can result in asymmetric control.     

Colony pace: a life-history trait affecting social insect epidemiology

Among colonies of social insects, the worker turnover rate (colony ‘pace’) typically shows considerable variation. This has epidemiological consequences for parasites, because in ‘fast-paced’ colonies, with short-lived workers, the time of parasite residence in a given host will be reduced, and further transmission may thus get less likely. Here, we test this idea and ask whether pace is a life-history strategy against infectious parasites. We infected bumblebees (Bombus terrestris) with the infectious gut parasite Crithidia bombi, and experimentally manipulated birth and death rates to mimic slow and fast pace. We found that fewer workers and, importantly, fewer last-generation workers that are responsible for rearing sexuals were infected in colonies with faster pace. This translates into increased fitness in fast-paced colonies, as daughter queens exposed to fewer infected workers in the nest are less likely to become infected themselves, and have a higher chance of founding their own colonies in the next year. High worker turnover rate can thus act as a strategy of defence against a spreading infection in social insect colonies.     

No inbreeding depression but increased sexual investment in highly inbred ant colonies

Inbreeding can lead to the expression of deleterious recessive alleles and to a subsequent fitness reduction. In Hymenoptera, deleterious alleles are purged in haploid males moderating inbreeding costs. However, in these haplodiploid species, inbreeding can result in the production of sterile diploid males. We investigated the effects of inbreeding on the individual and colony level in field colonies of the highly inbred ant Hypoponera opacior. In this species, outbreeding winged sexuals and nest‐mating wingless sexuals mate during two separate reproductive periods. We show that regular sib‐matings lead to high levels of homozygosity and the occasional production of diploid males, which sporadically sire triploid offspring. On the individual level, inbreeding was associated with an increased body size in workers. On the colony level, we found no evidence for inbreeding depression as productivity was unaffected by the level of homozygosity. Instead, inbred colonies altered their allocation strategies by investing more resources into sexuals than into workers. This shift towards sexual production was due to an increased investment in both males and queens, which was particularly pronounced in the dispersive generation. The absence of inbreeding depression combined with increased reproductive investment, especially in outbreeding sexuals, suggests that these ants have evolved active strategies to regulate the extent and effects of frequent inbreeding.     

Within-colony relatedness asymmetry and social conflicts in ants

The haplodiplo?d sex-determining system of Hymenoptera, whereby males usually develop from unfertilized eggs and females from fertilised eggs, results in relatedness coefficients that are not uniform among colony members. These asymmetries in relatedness are directly affected by the genetic architecture of the colony, which in turn depends on various factors such as queen number or queen mating frequency. Relatedness asymmetries induce different fitness returns per unit investment and, as a result, conflicts over brood composition may arise among colony members. Conflicts between the queen(s) and the workers over sex ratio represent one of the most frequent conflicts in eusocial Hymenoptera. Arrhenotoky allows queens great flexibility to control the sex of their progeny, by fertilizing or not the eggs; however because workers take care of the brood, they may influence the sex ratio by preferentially rearing one sex. Another salient conflict concerns the females over reproduction. In species where workers can mate and reproduce, physical aggressions or chemical communication may lead to dominance hierarchies for access to reproduction.     

A newly-discovered mode of colony founding among fire ants

Summary Queen ants start new colonies either unassisted by workers (independent founding), assisted by workers from their natal nest (dependent founding), or assisted by the workers of other species (dependent, socially parasitic). The monogyne form of the fire ant,Solenopsis invicta, founds independently in summer, but in the fall it also produces a few sexuals some of which overwinter, then fly and mate in early spring. These overwintered queens lack the nutritional reserves and behaviors for independent colony founding. Rather, they seek out unrelated, mature, orphaned colonies, enter them and exploit the worker force to found their own colony through intraspecific social parasitism. Success in entering orphaned colonies is higher when these lack overwintered female alates of their own. When such alates are present, orphaning causes some to dealate and become uninseminated replacement queens, usually preventing entry of unrelated, inseminated replacement queens. Such colonies produce large, all-male broods. Successful entry of a parasitic queen robs the host colony of this last chance at reproductive success. Only overwintered sexuals take part in this mode of founding.     

Honeybee colony drone production and maintenance in accordance with environmental factors: an interplay of queen and worker decisions

Social insect colonies display a remarkable ability to adjust investment in reproduction (i.e., production of sexuals) in accordance with environmental conditions such as season and food availability. How this feat is accomplished by the colony’s queen(s) and workers remains a puzzle. Here, I review what we have learned about this subject in the European honeybee (Apis mellifera), specifically with regard to a colony’s production of males (drones). I identify five environmental conditions that influence colony-level patterns of drone production and then define five stages of drone rearing that are accomplished by the queen and workers. Using this framework, I detail our current understanding of how the queen or workers adjust their actions at each stage of drone rearing in response to each of the environmental conditions. Future investigations of this topic in honeybees and other social insect societies will lead to a better understanding of how colonies manage to flexibly and efficiently allocate their resources under changing environmental conditions.     

Deleterious Wolbachia in the ant Formica truncorum

Wolbachia is a maternally inherited bacterium that may manipulate the reproduction of its arthropod hosts. In insects, it is known to lead to inviable matings, cause asexual reproduction or kill male offspring, all to its own benefit, but to the detriment of its host. In social Hymenoptera, Wolbachia occurs widely, but little is known about its fitness effects. We report on a Wolbachia infection in the wood ant Formica truncorum, and evaluate whether it influences reproductive patterns. All 33 colonies of the study population were infected, suggesting that Wolbachia infection is at, or close to, fixation. Interestingly, in colonies with fewer infected workers, significantly more sexuals are produced, indicating that Wolbachia has deleterious effects in this species. In addition, adult workers are shown to have significantly lower infection rates (45%) than worker pupae (87%) or virgin queens (94%), suggesting that workers lose their infection over life. Clearance of Wolbachia infection has, to our knowledge, never been shown in any other natural system, but we argue that it may, in this case, represent an adaptive strategy to reduce colony load. The cause of fixation requires further study, but our data strongly suggest that Wolbachia has no influence on the sex ratio in this species.     

Effects of brood manipulation costs on optimal sex allocation in social hymenoptera

In eusocial Hymenoptera, queens and workers are in conflict over optimal sex allocation. Sex ratio theory, while generating predictions on the extent of this conflict under a wide range of conditions, has largely neglected the fact that worker control of investment almost certainly requires the manipulation of brood sex ratio. This manipulation is likely to incur costs, for example, if workers eliminate male larvae or rear more females as sexuals rather than workers. In this article, we present a model of sex ratio evolution under worker control that incorporates costs of brood manipulation. We assume cost to be a continuous, increasing function of the magnitude of sex ratio manipulation. We demonstrate that costs counterselect sex ratio biasing, which leads to less female-biased population sex ratios than expected on the basis of relatedness asymmetry. Furthermore, differently shaped cost functions lead to different equilibria of manipulation at the colony level. While linear and accelerating cost functions generate monomorphic equilibria, decelerating costs lead to a process of evolutionary branching and hence split sex ratios.     

Sex ratio determination by queens and workers in the ant Pheidole desertorum

Because workers in colonies of eusocial Hymenoptera are more closely related to sisters than to brothers, theory predicts workers should bias investment in reproductive broods to favour reproductive females over males. However, conflict between queens and workers is predicted. Queens are equally related to daughters and sons, and should act to prevent workers from biasing investment. Previous study of the ant Pheidole desertorum showed that workers are nearly three times more closely related to reproductive females than males; however, the investment sex ratio is very near equal, consistent with substantial queen control of workers. Near-equal investment is produced by an equal frequency of colonies whose reproductive broods consist of only females (female specialists) and colonies whose reproductive broods consist of only males or whose sex ratios are extremely male biased (male specialists). Because natural selection should act on P. desertorum workers to bias investment in favour of reproductive females, why do workers in male-specialist colonies rear only (or mostly) males? We tested the hypothesis that queens prevent workers from rearing reproductive females by experimentally providing workers with immature reproductive broods of both sexes. Workers reared available reproductive females, while failing to rear available males. Worker preference for rearing reproductive females is consistent with queens preventing their occurrence in colonies of male specialists. These results provide evidence that queens and workers will act in opposition to determine the sex ratio, a fundamental prediction of queen-worker conflict theory. Copyright 2000 The Association for the Study of Animal Behaviour.     

Effects of selective episodes in the field on life history traits in the bumblebee Bombus terrestris

Natural selection has different fitness consequences when it acts during different life cycle stages of an organism. In social insects, for example, the colony foundation and early colony growth is a critical time period with high probability of failure. Here we used colonies of the bumblebee Bombus terrestris L. to test whether selective episodes at different life cycle stages result in differences in colony performance and fitness. The timing of a selective episode was varied by field exposure of colonies, either permanently or during a short period at three different colony life cycle stages – early, middle, or late in the cycle. We found that selective episodes at different life cycle stages did not affect maximal size, fitness or survival of colonies, or the time span between colony foundation and reproduction. Instead, the colonies were able to compensate for costs encountered by delaying reproduction. This might have important fitness consequences, since later emerging sexuals might be faced with harsher environmental conditions and increased costs of finding a mate. In addition, an important component of selection might be parasitism and the resulting resource allocation to the immune system. We here measured the generalized immune response (i.e. encapsulation response) of early produced workers as an indicator of a colony's capacity to defend against parasitism. Encapsulation response correlated positively with eventual colony size and fitness, indicating that this measure of "immunocompetence" correlates with important life history traits.     

Reproductive Investment in Brachyura

The costs of reproduction in brachyurans are reviewed. In both sexes a number of aspects of reproductive behaviour and physiology can result in higher mortality and/or slower growth. Mortality can be increased by the greater exposure or the reduced mobility of the crabs: these are illustrated by selected examples, but there is a dearth of quantitative data. Slower growth can result from reduced feeding, or the diversion of resources to reproduction. These have been better quantified. The investment by females in egg production is examined in detail. In free living crabs investment per brood in dry weight terms ranges from 3–21%, with a mean of about 11%. This investment is constrained by body morphology. However, in commensal/parasitic crabs the value rises to 60–90%: reasons for this are discussed. Many crabs produce more than one brood per year, and annual investment rises with brood number, though with some trade off. For temperate free living species annual investment ranges from 6–64%, with a mean of 22%. However tropical species produce more broods, and annual investment can reach 250%. In both temperate and tropical regimes there is a higher annual investment by commensal/parasitic species, of up to 470%. Priorities for future research are outlined.     

Local resource competition and sex ratio in the ant Cataglyphis cursor

The local resource competition (LRC) hypothesis predicts thatwherever philopatric offspring compete for resources with theirmothers, offspring sex ratios should be biased in favor of thedispersing sex. In ants, LRC is typically found in polygynous(multiple queen) species where foundation of new nests occursby budding, which results in a strong population structure anda male-biased population-wide sex ratio. However, under polygyny,the effect of LRC on sex allocation is often blurred by theeffect of lowered relatedness asymmetries among colony members.Moreover, environmental factors, such as the availability ofresources, have also been shown to deeply influence sex ratioin ants. We investigated sex allocation in the monogynous (singlequeen) ant Cataglyphis cursor, a species where colonies reproduceby budding and both male and female sexuals are produced throughparthenogenesis, so that between-colony variations in relatednessasymmetries should be reduced. Our results show that sex allocationin C. cursor is highly male biased both at the colony and populationlevels. Genetic analyses indicate a significant isolation-by-distancein the study population, consistent with limited dispersal offemales. As expected from asexual reproduction, only weak variationsin relatedness asymmetry of workers toward sexual offspringoccur across colonies, and they are not associated with colonysex ratio. Inconsistent with the predictions of the resourceavailability hypothesis, the male bias significantly increaseswith colony size, and investment in males, but not in females,is positively correlated with total investment in sexuals. Overall,our results are consistent with the predictions of the LRC hypothesisto account for sex ratio variation in this species.     

Phenotypic influences on the reproductive strategy of the facultative sexual rotifer <Emphasis Type="Italic">Brachionus rubens</Emphasis> (Monogononta)

Facultative sexual species employ a dual reproductive strategy (heterogony) comprising primarily asexual reproduction with intermittent sexual reproduction. Given the higher relative costs of sexual reproduction, elucidating the triggers underlying these transitions might help our understanding of the evolution of (obligate) sex in general. Existing hypotheses into how and when facultative sexuals invest into sex focus largely either on environmental (habitat-deterioration and resource-demanding hypotheses) or genetic factors (condition-dependent hypothesis), but tend to lack experimental evidence, especially with respect to within-population variation. To address this deficit, we examined the influence of several variables that potentially affect fitness (food quality, water temperature, physiological acclimation, and all combinations thereof) on both the lifetime reproduction (total number of offspring) and investment into sexual offspring per female in a clonal population of the monogonont rotifer Brachionus rubens. Investment into sex, both absolutely and relative to lifetime reproduction, was tied most closely to and positively correlated with individual fitness (i.e., lifetime reproduction): individuals with higher fitness invested more into sexual reproduction. These results run contra to the condition-dependent hypothesis and indicate an energy-budget analogue of the resource-demanding hypothesis. Furthermore, investment into sex increased after a period of physiological acclimation to the new conditions, probably because of the amelioration of short-term stress effects or clonal selection. Our results underscore that life history and general phenotypic considerations—here, energetic provisioning of offspring, the presence of a sexual resting stage, and the relative timing of sexual versus asexual reproduction—can modify existing hypotheses based either on environmental or genetic factors alone.