Tradeoffs in the evolution of caste and body size in the hyperdiverse ant genus Pheidole

A Morphological Integration Perspective on the Evolution of Dimorphism among Sexes and Social Insect Castes

Many species have evolved alternate phenotypes, thus enabling individuals to conditionally produce phenotypes that are favorable for reproductive success. Examples of this phenomenon include sexual dimorphism, alternative reproductive strategies, and social insect castes. While the evolutionary functions and developmental mechanisms of dimorphic phenotypes have been studied extensively, little attention has focused on the evolutionary covariance between each phenotype. We extend the conceptual framework and methods of morphological integration to hypothesize that dimorphic traits tend to be less integrated between sexes or social castes. In the case of social insects, we describe results from our recent study of an ant genus in which workers have major and minor worker castes that perform different behavioral repertoires in and around the nest. In the case of birds, we describe a new analysis of a family of songbirds that exhibits plumage coloration that can differ greatly between males and females, with apparently independent changes in each sex. Ant head shape, which is highly specialized in each worker caste, was weakly integrated between worker castes, whereas thorax shape, which is more monomorphic, was tightly integrated. Similarly, in birds, we found a negative association between dimorphism and the degree of integration between sexes. We also found that integration decreased in fairy wrens (Malurus) for many feather patches that evolved greater dichromatism. Together, this suggests that the process of evolving increased dimorphism results in a decrease in integration between sexes and social castes. We speculate that once a mechanism for dimorphism evolves, that mechanism can create independent variation in one sex or caste upon which selection may act.

Correlates and Consequences of Worker Polymorphism in Ants

Body size is a key life-history trait influencing all aspects of an organism's biology. Ants provide an interesting model for examining body-size variation because of the high degree of worker polymorphism seen in many taxa. We review worker-size variation in ants from the perspective of factors internal and external to the colony that may influence body-size distributions. We also discuss proximate and ultimate causes of size variation and how variation in worker size can promote worker efficiency and colony fitness. Our review focuses on two questions: What is our current understanding of factors influencing worker-size variation? And how does variation in body size benefit the colony? We conclude with recommendations for future work aimed at addressing current limitations and ask, How can we better understand the contribution of worker body-size variation to colony success? And, what research is needed to address gaps in our knowledge?

Caste development and evolution in ants: it's all about size

Female ants display a wide variety of morphological castes, including workers, soldiers, ergatoid (worker-like) queens and queens. Alternative caste development within a species arises from a variable array of genetic and environmental factors. Castes themselves are also variable across species and have been repeatedly gained and lost throughout the evolutionary history of ants. Here, we propose a simple theory of caste development and evolution. We propose that female morphology varies as a function of size, such that larger individuals possess more queen-like traits. Thus, the diverse mechanisms that influence caste development are simply mechanisms that affect size in ants. Each caste-associated trait has a unique relationship with size, producing a phenotypic space that permits some combinations of worker- and queen-like traits, but not others. We propose that castes are gained and lost by modifying the regions of this phenotypic space that are realized within a species. These modifications can result from changing the size-frequency distribution of individuals within a species, or by changing the association of tissue growth and size. We hope this synthesis will help unify the literature on caste in ants, and facilitate the discovery of molecular mechanisms underlying caste development and evolution.

Regulation, development, and evolution of caste ratios in the hyperdiverse ant genus Pheidole

Ant colonies are considered complex biological systems because many individuals are divided into different castes that interact to efficiently perform their tasks. Colonies in the hyperdiverse ant genus Pheidole have evolved a worker caste with at least two subcastes: soldiers and minor workers. The proportion of soldiers and minor workers in a colony has a major impact on the colony's fitness and is tightly regulated. Here, we summarize over 100 years of research on the internal, external, and developmental factors that regulate subcaste production as well as influence subcaste evolution in Pheidole. We hope that summarizing these factors into a network of interactions will provide insight into how complex biological systems regulate, develop, and evolve.

Local differences in parasitism and competition shape defensive investment in a polymorphic eusocial bee

Many colonial animals rely for their defense on a soldier caste. Adaptive colony demography theory predicts that colonies should flexibly adjust the investment in different worker castes depending on the colony needs. For example, colonies should invest more in defensive workers (e.g., soldiers) in dangerous environments. However, evidence for this prediction has been mixed. We combined descriptive and experimental approaches to examine whether defensive investment and worker size are adjusted to local ecology in the only known bee with polymorphic workers, Tetragonisca angustula. Colonies of this species are defended by a morphologically specialized soldier caste. Our study included three populations that differed in the density of food competition and the occurrence of a parasitic robber bee. We found that colonies coexisting with robber bees had on average 43% more soldiers defending the nest entrance, while colonies facing stronger foraging competition had soldiers that were -6-7% smaller. We then experimentally relocated colonies to areas with different levels of competition. When released from intense food competition, body sizes of guards and foragers increased. After introducing chemical robber bee cues at nest entrances, we found both a short-term and a long-term up-regulation of the number of soldiers defending the colony. Active soldier numbers remained high after the experiment for a duration equivalent to 2-3 worker life spans. How information about past parasite threat is stored in the colony is currently unknown. In summary, T. angustula adjusts both the number and the body size of active soldiers to local ecological conditions. Competitor density also affects forager (or minor) size, an important colony trait with potential community ecological consequences. Our study supports adaptive colony demography theory in a eusocial bee and highlights the importance of colony threats and competition as selective forces shaping colony phenotype.