Abstract

A classical prediction from single-locus models is that inbreeding increases the efficiency of selection against partially recessive deleterious alleles (purging), thereby decreasing the mutation load and level of inbreeding depression. However, previous multilocus simulation studies found that increasing the rate of self-fertilization of individuals may not lead to purging and argued that selective interference among loci causes this effect. In this article, I derive simple analytical approximations for the mutation load and inbreeding depression, taking into account the effects of interference between pairs of loci. I consider two classical scenarios of nonrandomly mating populations: a single population undergoing partial selfing and a subdivided population with limited dispersal. In the first case, correlations in homozygosity between loci tend to reduce mean fitness and increase inbreeding depression. These effects are stronger when deleterious alleles are more recessive, but only weakly depend on the strength of selection against deleterious alleles and on recombination rates. In subdivided populations, interference increases inbreeding depression within demes, but decreases heterosis between demes. Comparisons with multilocus, individual-based simulations show that these analytical approximations are accurate as long as the effects of interference stay moderate, but fail for high deleterious mutation rates and low dominance coefficients of deleterious alleles.

ACCORDING to current estimates of spontaneous deleterious mutation rates in multicellular organisms (e.g., Baer et al. 2007; Haag-Liautard et al. 2007; Keightley 2012) and estimated distributions of fitness effects of these mutations (e.g., Eyre-Walker and Keightley 2007; Keightley and Eyre-Walker 2007; Boyko et al. 2008; Haddrill et al. 2010), individuals may typically carry large numbers (possibly up to thousands) of deleterious alleles. Possible consequences of this load of deleterious mutations have been discussed since the early ages of theoretical population genetics (e.g., Haldane 1937). In particular, it may reduce population mean rates of fecundity and viability, thereby increasing vulnerability to extinction (Lynch et al. 1995a,b). It may also affect a number of evolutionary processes, such as the evolution of sex or mating systems: for example, the fact that deleterious alleles are often partially recessive generates inbreeding depression, favoring outcrossing over self-fertilization (e.g., Lande and Schemske 1985; Charlesworth and Charlesworth 1987; Charlesworth 2006).

In very large, panmictic populations and in the absence of epistasis between mutations, genetic associations between deleterious alleles at different loci should remain weak and may be neglected. In diploids, and assuming that the dominance coefficient of deleterious alleles is significantly greater than zero, the mutation load (reduction in mean fitness of the population due to deleterious alleles at mutation–selection balance) is 1e2U, where U is the deleterious mutation rate per haploid genome (Crow 1970; Agrawal and Whitlock 2012). Furthermore, assuming for simplicity that all deleterious alleles have the same dominance coefficient h, inbreeding depression (defined here as the reduction in fitness of offspring produced by self-fertilization, relative to offspring produced by outcrossing) is 1eU(12h)/(2h) (Charlesworth and Charlesworth 2010). Analytical results on the effects of genetic drift and nonrandom mating mainly stem from single-locus models. Inbreeding increases the efficiency of selection against deleterious alleles, lowering the mutation load and inbreeding depression (Lande and Schemske 1985). Genetic drift may also lead to better purging of partially recessive deleterious alleles (Kimura et al. 1963), but this effect causes only a moderate reduction of the mutation load compared to the effect of nonrandom mating and occurs only when the effects of drift and selection are of the same order of magnitude (Glémin 2003). Drift has more noticeable effects when it becomes stronger than selection and allows deleterious alleles to reach fixation, which may increase the load by several orders of magnitude and lowers inbreeding depression (Bataillon and Kirkpatrick 2000). Population subdivision has similar consequences, due to the effects of drift within each local population (Whitlock 2002; Glémin et al. 2003; Roze and Rousset 2004).

These previous studies are based on single-locus models and therefore do not consider the effects of genetic associations between loci on the mutation load and inbreeding depression. Between-locus associations are generated, however, as soon as population size is finite or mating is nonrandom (even in the absence of epistasis): in particular, correlations in homozygosity, described as “identity disequilibria” (Weir and Cockerham 1973; Vitalis and Couvet 2001), and linkage disequilibria between selected loci (Hill and Robertson 1966; Roze and Lenormand 2005; Kamran-Disfani and Agrawal 2014). Effects of deleterious mutations occurring at many loci have been explored using simulation models of finite or infinite populations (e.g., Charlesworth et al. 1990, 1991, 1992, 1993; Lande et al. 1994; Wang et al. 1999), sometimes showing important deviations from single-locus predictions. In particular, using Kondrashov’s (1985) model to simulate recessive lethal mutations occurring at a very large (effectively infinite) number of unlinked loci in a partially selfing population, Lande et al. (1994) observed that contrary to the predictions of single-locus models, recessive lethals cannot be purged by selfing unless the selfing rate exceeds a threshold value (see also Kelly 2007). Lande et al. (1994) argued that this effect (called “selective interference”) is caused by identity disequilibria. Intuitively, selfing increases homozygosity at each locus and should thus purge recessive lethal mutations; however, if many such mutations segregate in the population, any selfed offspring will almost certainly carry at least one mutation in the homozygous state and will thus not survive. When this is the case, the population is effectively outcrossing, and purging does not occur.

To date, the effects of selective interference in partially inbred populations have been explored only numerically. How these effects scale with the strength of selection against deleterious alleles, dominance coefficients, and recombination rates between loci thus remains unclear. In this article, I derive analytical approximations describing the effect of interference between pairs of loci on the mean frequency of deleterious alleles, the mean and variance in fitness, and the strength of inbreeding depression, assuming weak selection against deleterious alleles. I consider two classical scenarios of nonrandomly mating populations: a single, large population in which individuals self-fertilize at a given rate and a subdivided population with local mating followed by dispersal (island model of population structure). In the first case, interference between loci tends to reduce mean fitness and increase inbreeding depression. These effects are stronger when deleterious alleles are more recessive, but depend only weakly on the strength of selection against deleterious alleles and on recombination rates. In the case of a subdivided population, I first show that combining two different approximations used in previous works (Glémin et al. 2003; Roze and Rousset 2004) yields more accurate expressions for the mutation load, inbreeding depression, and heterosis generated by a single deleterious allele. In a second step, I derive approximations for the effects of interference between loci and show that interference increases inbreeding depression within demes, but decreases heterosis between demes. Comparisons with individual-based, multilocus simulation results show that analytical approximations incorporating the effects of associations between pairs of loci often provide accurate predictions for the mutation load and inbreeding depression as long as the dominance coefficient h of deleterious alleles is not too low. These approximations fail when h becomes close to zero and when the deleterious mutation rate is high, however, probably due to the fact that higher-order interactions (involving three or more loci) become important.

Methods

I consider a diploid population with discrete generations, in which deleterious mutations occur at rate U per haploid genome per generation. For simplicity, I generally assume that all deleterious alleles have the same selection and dominance coefficients (s, h), although distributions of s and h will be considered in the case of a partially selfing population. Deleterious alleles at different loci have multiplicative effects (no epistasis), so that the fitness of an organism carrying j heterozygous and k homozygous mutations is proportional to (1hs)j(1s)k. In the first model (partial selfing), a parameter α measures the proportion of offspring produced by selfing, while a proportion 1α is produced by random union of gametes. The second model corresponds to the island model of population structure: the population is subdivided into a large number of demes, each containing N adult individuals. These individuals produce large numbers of gametes (in proportion to their fitness), which fuse randomly within each deme to form juveniles. A proportion m of these juveniles disperses, reaching any other deme with the same probability. Finally, N individuals are sampled randomly within each deme to form the next adult generation. I assume soft selection; that is, all demes contribute equally to the migrant pool. In Supporting Information, File S1 and File S2, I derive approximations for the mutation load and inbreeding depression that incorporate effects of pairwise associations between loci, assuming sU (so that individuals tend to carry many deleterious alleles) and that drift at the whole-population level is negligible relative to selection. In the next sections, these analytical predictions are compared with individual-based, multilocus simulation results. The simulation programs (available from Dryad) are similar to those used in previous work (e.g., Roze and Rousset 2009). Briefly, they represent a finite population of diploids, whose genome consists of a linear chromosome. Each generation, the number of new mutations per chromosome is drawn from a Poisson distribution with parameter U, the position of each mutation along the chromosome being drawn from a uniform distribution (in practice, a chromosome is represented by the positions of the deleterious alleles it carries). To form the next generation, a maternal parent is sampled for each offspring, either among all parents (in the case of a single population undergoing partial selfing) or among all parents from the offspring’s deme of origin (in the case of a subdivided population). In the first case, the parent self-fertilizes with probability α, while with probability 1α a second parent is sampled. In the second case (subdivided population), a second parent is sampled from the same deme as the first. In all cases, the probability that a given parent is sampled is proportional to its fitness. Parents produce gametes by meiosis, a parameter R measuring the genome map length: for each meiosis, the number of crossovers is sampled from a Poisson distribution with parameter R, the position of each crossover being drawn from a uniform distribution. Map length is fixed to 10 M in most simulations, to mimick a whole genome with multiple chromosomes. The program runs for a large number of generations (generally 2×105) and measures the mean number of deleterious alleles per genome, mean fitness, variance in fitness, inbreeding depression, and heterosis (in the case of a subdivided population) every 50 generations.

Data availability

Dryad DOI: doi:10.5061/dryad.sp01m.

Partial Self-Fertilization

In File S1, I derive approximate expressions for the mean and variance in log fitness under weak selection (incorporating effects of associations between pairs of loci) and show that, neglecting higher moments of log fitness, the average fitness is approximately
W¯elnW¯(1+Var[lnW]2),
(1)
where lnW¯ and Var[lnW] are the average and variance in log fitness, respectively. Alternatively, an approximation for W¯ can be obtained by assuming that the number of heterozygous mutations per outcrossed offspring follows a Poisson distribution, while the number of homozygous and heterozygous mutations per selfed offspring follows a bivariate Gaussian distribution—a similar method was used by Charlesworth et al. (1991) to compute inbreeding depression, using numerical recursions. However, both methods yield very similar results and only the first one is presented here.
In the following, I first assume that all deleterious alleles have the same selection and dominance coefficients and then turn to the more realistic situation where s and h vary among loci. Throughout, I assume that deleterious alleles stay at a low frequency in the population. In that case, and assuming fixed s and h, the average log fitness is approximately
lnW¯is[2h+(12h)Fi]pi,
(2)
where the sum is over all loci, pi is the equilibrium frequency of the deleterious allele at locus i, and Fi is the probability of identity-by-descent at locus i due to partial selfing (generating an excess of homozygosity at locus i). Note that under random mating, Equation 2 holds only when the dominance coefficient of deleterious alleles (h) is significantly greater than zero (otherwise, terms in pi2 must be included in Equation 2); however, Equation 2 holds for all values of h under partial selfing (Fi>0), as long as deleterious alleles stay at a low frequency.
As shown in File S1, the variance in log fitness is approximately
Var[lnW]2(sh)2ipi+s2(12h2)iFipi+s2(12h)2ijGijpipj,
(3)
where Gij is the identity disequilibrium between loci i and j (covariance in identity-by-descent, generating a correlation in homozygosity across loci). As explained in File S1, the terms in the first line of Equation 3 are proportional to sU, while the term in the second line is proportional to U2. Therefore, assuming sU and h0.5, the terms in the first line of Equation 3 are relatively weak when the population is partially selfing. Neglecting those terms, we have
Var[lnW]s2(12h)2ijGijpipj.
(4)
Identity disequilibria thus affect mean fitness through the term in Var[lnW] in Equation 1. However, they also affect allele frequencies pi and excesses of homozygotes Fi that appear in Equation 2. Indeed, we have (see File S1)
Fiα2α[1s(12h)jiGijpj],
(5)
while changes in allele frequencies due to selection are approximately
Δspis[h+(1h)Fis(1h)(12h)(1+α2α)jiGijpj]pi.
(6)
Intuitively, homozygosity at locus i (measured by Fi) is decreased by the fact that homozygotes at locus i (either for the wild-type or for the deleterious allele) tend to be also homozygous at other loci and that homozygotes at these loci have a lower fitness than heterozygotes when deleterious alleles are partially recessive (Equation 5). Note that homozygosity at locus i is also affected by selection acting at this locus, but this effect is negligible relative to the effects of all other loci when the number of segregating loci is large (i.e., when sU). This decrease in homozygosity reduces the efficiency of selection against deleterious alleles, through the term in Fi in Equation 6. However, identity disequilibria further decrease the strength of selection against partially recessive deleterious alleles through two additional effects (explained below): (1) they reduce the “effective” dominance coefficient of deleterious alleles and (2) they generate a relative excess of heterozygosity at locus j among individuals carrying a deleterious allele at locus i (measured by the association Dij,j in File S1). These two effects generate the last term within the brackets of Equation 6 (see File S1 for derivation).

The first effect stems from the fact that the fitnesses of mutant and wild-type homozygotes at locus i are decreased by the same factor from associations with homozygotes at other selected loci; however, the fitness of heterozygotes at locus i is decreased by a smaller factor, since these tend to be associated with heterozygotes at other loci, which have a higher fitness than homozygotes (provided h<0.5). Therefore, identity disequilibria have a stronger impact on the fitness of homozygotes than on that of heterozygotes, decreasing the effective dominance coefficient of deleterious alleles and thereby reducing the efficiency of selection against those alleles.

The second effect (deleterious alleles tend to be associated with more heterozygous backgrounds) stems from the fact that because heterozygotes at locus i tend to be heterozygous at locus j (while homozygotes at locus i tend to be homozygous at locus j) and because selection is more efficient among homozygotes than among heterozygotes, selection against the deleterious allele at locus i is less efficient among heterozygotes at locus j than among homozygotes. This effect causes the deleterious allele at locus i to be more frequent among heterozygotes than among homozygotes at locus j, in turn decreasing the efficiency of selection at locus i, since heterozygous backgrounds are fitter than homozygous ones when h<0.5.

In the following, expressions for mean fitness W¯ and inbreeding depression δ are obtained by replacing identity disequilibria Gij by their equilibrium values under neutrality. Because allele frequencies pi are of order u/s (where u is the deleterious mutation rate per locus), this will generate terms of order U2 in the expressions for W¯ and δ below. Taking into account the effect of selection acting at loci i and j on Gij would generate terms of order sU2, which should be negligible relative to terms in U and U2 as long as selection is weak (s small). However, Gij is also affected by selection acting at other loci, due to three-locus identity disequilibria. Taking into account the effects of these three-locus associations would introduce terms of order U3 in the expressions for W¯ and δ, which may become important when U is sufficiently large. As we will see, some discrepancies are observed between the analytical predictions and the simulation results for high U and low h, probably due to the fact that these higher-order genetic associations (between three or more loci) are not taken into account in the analysis.

Because the identity disequilibrium Gij depends on the recombination rate rij between loci i and j (see File S1), Fi and pi may depend on the position of locus i within the genome. However, the expression for Gij under neutrality only weakly depends on rij and is often close to the expression obtained for freely recombining loci:
Gij=4α(1α)(4α)(2α)2.
(7)
Injecting this expression into Equations 5 and 6 yields the following approximation for the average number of deleterious alleles per haplotype (n=ipi) at mutation–selection balance (to the second order in U),
nU(2α)s[2h+α(12h)](1+I1),
(8)
where
I1=2U(1h)(12h)2+α2αT,
(9)
T=2α(1α)(4α)[2h+α(12h)]20.
(10)
The term I1 in Equation 8 represents the effect of identity disequilibria, increasing the mean number of deleterious alleles when h<0.5 (due to the three effects described above). From this, and neglecting terms in o(U2), we obtain the following approximation for mean fitness,
W¯(1+I2)exp[U4h+α(14h)2h+α(12h)(1+I1)+2α2αI2],
(11)
with
I2=U2(12h)2T.
(12)
As shown by Equation 11 and the previous equations, identity disequilibria have three different effects on mean fitness (represented by the term in I1 and the two terms in I2 in Equation 11), which can be interpreted as follows:
  1. Correlations in homozygosity directly increase mean fitness when h0.5, because double homozygotes and double heterozygotes have a higher fitness (on average) than genotypes that are homozygous at one locus and heterozygous at the other (e.g., Roze 2009): this effect is represented by the term in Var[lnW] in Equation 1 (approximated by Equation 4), corresponding to the factor 1+I2 in Equation 11.

  2. Identity disequilibria tend to decrease the excess of homozygosity Fi at each locus when h<0.5 (Equation 5), increasing mean fitness since homozygotes have a lower fitness than heterozygotes when h<0.5 (term in elnW¯ in Equation 1, which increases as Fi decreases if h<0.5, as shown by Equation 2). If h>0.5, Fi is now increased by identity disequilibria, but this again increases mean fitness since homozygotes have a higher fitness than heterozygotes. This second effect corresponds to the term 2αI2/(2α) in Equation 11.

  3. Finally, identity disequilibria increase the frequency of deleterious alleles at mutation–selection balance when h<0.5 (as explained above), which decreases mean fitness: this corresponds to the factor 1+I1 in Equation 11.

One can show that effect 3 is stronger than effects 1 and 2 when h<0.5, causing identity disequilibria to decrease mean fitness (while when h>0.5, all three effects increase mean fitness). An approximation for the variance in fitness at equilibrium is provided in File S1 (Equation A46); from this expression, it is possible to show that identity disequilibria generally increase the variance in fitness (unless h=0.5, in which case their effect vanishes).

Finally, the effect of identity disequilibria on inbreeding depression is obtained as follows. Inbreeding depression is classically defined as
δ=1W¯selfW¯out,
(13)
where W¯self and W¯out are the average fitnesses of individuals produced by selfing and by outcrossing, respectively (Charlesworth and Charlesworth 1987). These quantities can be calculated as above, using expressions for Fi and Gij in selfed individuals (for W¯self) and in outcrossed individuals (for W¯out). Because the last quantities equal zero, we have W¯oute2shipi. Furthermore, denoting Fi,self and Gij,self the excess of homozygosity and the identity disequilibrium among offspring produced by selfing, we have Fi,self=(1+Fi)/2, while at the neutral equilibrium and under free recombination Gij,self=Gij/4. From this, we obtain
δ1(1+I24)exp[U12h2h+α(12h)(1+I1)+α2αI2],
(14)
where I1 and I2 are given by Equations 9 and 12. The three terms generated by identity disequilibria in Equation 14 correspond to the three effects affecting mean fitness described above: (1) correlations in homozygosity tend to increase the fitness of inbred offspring whenever h0.5, thereby reducing inbreeding depression (1+I2/4 factor); (2) identity disequilibria reduce the excess homozygosity of inbred offspring, which also reduces inbreeding depression [term αI2/(2α)]; and (3) identity disequilibria increase the equilibrium frequency of partially recessive deleterious alleles, which increases inbreeding depression (1+I1 factor). Here again, the third effect is stronger than the first two, and the overall effect of identity disequilibria is thus to increase δ.

Figure 1 shows that Equation 11 provides accurate predictions for mean fitness when U=0.5 and h0.2, while discrepancies are observed for h=0.1. By contrast, ignoring effects of identity disequilibria overestimates mean fitness, in particular when h is low. Figure 1 also shows that W¯ is systematically lower than predicted when the selfing rate approaches 1; this effect is likely due to the fact that in the simulations, the effective population size is greatly reduced by background selection effects when outcrossing is very rare, in which case deleterious alleles may increase in frequency due to drift. As shown by Figure S1, reducing the mutation rate from U=0.5 to U=0.1 reduces the effects of identity disequilibria and leads to a better match between predictions from Equation 11 and simulation results for h=0.1.Figure S2 and Figure S3 show that changing the selection coefficient of deleterious alleles to s=0.01 or s=0.1 leads to very similar results (indeed, Equation 11 does not depend on s), except that the effects of drift at high α are stronger for lower values of s. Genomic map length (R) was set to 10 M in these simulations; additional simulations were run for the case of freely recombining loci, but yielded undistinguishable results unless α is close to 1 (in which case free recombination lowers the effects of drift—results not shown). The variance in fitness in the population at equilibrium is shown in Figure 2: when h is low, the variance in fitness is maximized for intermediate values of the selfing rate α, mainly due to the effects of identity disequilibria (which are maximized for intermediate values of α).

Figure 1

Average fitness at equilibrium as a function of the rate of self-fertilization α, for different values of the dominance coefficient of deleterious alleles (h), and deleterious mutation rate per haploid genome U=0.5. Solid curves, analytical approximation including effects of identity disequilibria (Equation 11); dashed curves, neglecting effects of identity disequilibria (obtained by setting I1=I2=0 in Equation 11); solid circles, simulation results (in this and the following figures, error bars are smaller than the size of circles). In the simulations, s=0.05, N=20,000, and R=10M.

Figure 2

Variance in fitness in the population at equilibrium, as a function of the rate of self-fertilization α and for different values of the dominance coefficient of deleterious alleles. Curves correspond to predictions from Equation A46 in File S1 (dotted, h=0.2; long dashed, h=0.3; solid, h=0.4). Short-dashed curve, adding the term given in Equation A47 in File S1 for h=0.2; symbols, simulation results for h=0.2 (open circles), h=0.3 (solid circles), and h=0.4 (solid squares). Parameter values are the same as in Figure 1.

Figure 3 compares the value of inbreeding depression measured in simulations with predictions from Equation 14, also showing that taking into account the effects of identity disequilibria leads to more accurate predictions (although discrepancies appear for h=0.1). Results for the case of fully recessive mutations (h=0) are shown in Figure 4: in agreement with Lande et al. (1994), for high mutation rates (U=0.25 or 0.5) purging occurs only when the selfing rate exceeds a threshold value. Below this threshold, the population is effectively outcrossing, which is confirmed by the fact that mean fitness stays very close to the average fitness of a panmictic population (W¯eU when h=0) multiplied by the outcrossing rate (see Figure S4). Figure 4 also shows that while Equation 14 provides better predictions than the equivalent expression ignoring identity disequilibria, it does not fully capture the effect of selective interference for intermediate selfing rates and high values of U, indicating that higher-order genetic associations (in particular, joint homozygosity at multiple loci) must have important effects for these parameter values.

Figure 3

Inbreeding depression as a function of the rate of self-fertilization α, for different values of the dominance coefficient of deleterious alleles (h=0.1, 0.2, 0.3, and 0.4 from top to bottom), and deleterious mutation rate per haploid genome U=0.5. Solid curves, analytical approximation including effects of identity disequilibria (Equation 14); dashed curve, neglecting effects of identity disequilibria (setting I1=I2=0 in Equation 14); solid circles, simulation results (same parameter values as in Figure 1).

Figure 4

Inbreeding depression as a function of the selfing rate α: same as Figure 3 with fully recessive deleterious alleles (h=0) and different values of the deleterious mutation rate U.

The previous results assume that all deleterious alleles have the same selection and dominance coefficients. However, File S1 shows that they are easily extended to the more realistic situation where s and h vary among loci, as long as we can assume that selection is much stronger than drift at most loci. In that case, mean fitness and inbreeding depression at equilibrium do not depend on the strength of selection against deleterious alleles and can be obtained by integrating terms appearing in the equations above over the distribution of dominance coefficients of these alleles (see Equations A56 and A57 in File S1). To test these results, I modified the simulation program so that the distribution of selection coefficients of deleterious alleles is log-normal, with density function φ(s)=exp[(lnsμ)2/(2σ2)]/(sσ2π) (where μ and σ2 are the mean and variance of lns), truncated at s=1 (this has a negligible effect for the parameter values considered here). Available data on fitness effects of deleterious alleles point to an absence of correlation between homozygous and heterozygous effects of deleterious mutations (at least for mutations having sufficiently large homozygous effect, e.g., Manna et al. 2012), the distribution of heterozygous effects (sh) being much less variable than the distribution of homozygous effects (s). Here, I assume for simplicity that all deleterious alleles have the same heterozygous effect θ: as a consequence, s and h are negatively correlated, and the distribution of dominance coefficients (h=θ/s) is given by ψ(h)=(θ/h2)φ(θ/h). Figure 5 shows the distributions of s and h for σ=0.8, setting μ and θ so that s¯=exp[μ+σ2/2]=0.05 and h¯=θ/exp[μσ2/2]=0.25 (that is, μ3.316 and θ0.00659); Figure S5 shows h as a function of s for these parameter values. As shown by Figure 5, Equations A56 and A57 in File S1 provide accurate predictions for mean fitness and inbreeding depression when s and h vary across loci (as before, discrepancies appear when α approaches one, due to finite population size effects). It also shows that introducing a variance in h has little effect on mean fitness (its value being well predicted by the expression assuming fixed h), while it strongly increases inbreeding depression, in particular when the selfing rate is small. This may be understood from single-locus results: inbreeding depression increases faster than linearly as h decreases (the effect of h on δ being more marked when α is small), causing inbreeding depression to increase as the variance of h increases. By contrast, the effect of h on mean fitness is weaker and vanishes when α=0. Finally, Figure S6 shows that when h¯=0.5, the variance of h generates positive inbreeding depression, which is slightly increased by identity disequilibria.

Figure 5

(Top) Distributions of s and h assuming a log-normal distribution of s with μ3.316 and σ=0.8 (so that s¯=0.05) and fixed heterozygous effects of deleterious alleles θ0.00659 (so that h¯=0.25). See text for more explanations. (Bottom) Mean fitness and inbreeding depression as a function of the selfing rate α. Black circles, simulations results, using the distributions of s and h shown at the top; black curves, analytical predictions for fixed h, set to h¯ (from Equations 11 and 14); red curves, analytical predictions for varying h (from Equations A56 and A57 in File S1); dashed/solid curves, neglecting/including the effects of identity disequilibria. The mutation rate is set to U=0.5; in the simulations, N=20,000 and R=10M.

Population Structure

The mutation load L, inbreeding depression δ, and heterosis H in a subdivided population may be defined as (e.g., Theodorou and Couvet 2002; Whitlock 2002; Glémin et al. 2003; Roze and Rousset 2004)
L=1W¯Wmax,δ=1Ex[Wself,xWout,x],H=1Ex[Wout,x]Wbetween,
(15)
where W¯ is the average fitness over the whole metapopulation, Wmax is the maximal possible fitness, Wself,x and Wout,x are the average fitnesses of individuals produced by selfing and by outcrossing in deme x (respectively), Wbetween is the average fitness of offspring produced by crosses between parents from two different demes, and Ex stands for the average over all demes x. In the present model Wmax=1, while the assumption of random mating within demes yields Ex[Wout,x]=W¯. The definition of inbreeding depression given by Equation 15 is equivalent to the “within-deme inbreeding depression” δIS in Roze and Rousset (2004) (or δ1 in Whitlock 2002). Note that Theodorou and Couvet (2002) use a slightly different definition of within-deme inbreeding depression: δ=1Ex[Wself,x]/Ex[Wout,x]; however, we will see that both expressions often yield very similar results.

File S2 shows how approximations for L, δ, and H can be derived, assuming that deme size N is large, while the migration rate m and strength of selection s are small. As in the previous section, the total population size is supposed very large (large number of demes), so that the effects of drift at the whole population level can be neglected. In a first step, I show that improved approximations for L, δ, and H generated by mutation at a single locus can be obtained by combining previous results (Glémin et al. 2003; Roze and Rousset 2004). Then, I extend these results to the case of deleterious alleles occurring at a large number of loci, incorporating effects of pairwise associations among loci.

Single-locus results

As shown in File S2 (see also Whitlock 2002; Glémin et al. 2003; Roze and Rousset 2004) the mutation load, inbreeding depression, and heterosis generated by a single deleterious allele in a subdivided population (with random mating within demes) are approximately
L2shp+s(12h)FSTp
(16)
δ12s(12h)(1FST)p
(17)
Hs(12h)FSTp,
(18)
where p is the frequency of the deleterious allele in the whole population, and FST measures the average genetic diversity within demes, relative to the genetic diversity in the whole metapopulation (Wright 1969). As the number of demes tends to infinity, FST becomes equivalent to the probability that two genes sampled from the same deme are identical by descent (e.g., Rousset 2002), that is, that their ancestral lineages coalesce in a finite number of generations—which is possible only if these lineages stay in the same deme until coalescence occurs, since it takes an infinite time for lineages present in different demes to coalesce.
Assuming N is large while s and m are small, the change in frequency of the deleterious allele due to selection is approximately (see File S2)
Δspshps(13h)FSTp+s(12h)γp,
(19)
where γ is the probability that three genes sampled from the same deme are identical by descent (i.e., that their ancestral lineages coalesce before migrating to different demes). To compute Δsp in terms of the model parameters (s, h, N, m), we may then assume that under weak selection FST and γ remain close to their equilibrium values under neutrality and replace FST and γ by these values in Equation 19 (Whitlock 2002, 2003; Wakeley 2003; Roze and Rousset 2003, 2004). While this approximation yields accurate results as long as sm, it generally fails when sm, as the effect of selection on FST and γ cannot be neglected (Roze and Rousset 2003, 2004). However, File S2 shows that when N is sufficiently large, FST and γ can be approximated by
FST11+4N(m+sh),γ1[1+2N(m+sh)][1+4N(m+sh)].
(20)
Replacing FST and γ by these expressions in Equation 19 yields, at mutation–selection equilibrium,
p(1+2Γ)(1+4Γ)2Γ(1+4Γh)us
(21)
with Γ=N(m+sh) and where u is the mutation rate toward the deleterious allele. From Equations 1618, we then obtain
L(1+2Γ)(1+8Γh)2Γ(1+4Γh)u
(22)
δ(12h)(1+2Γ)1+4Γhu
(23)
H(12h)(1+2Γ)2Γ(1+4Γh)u.
(24)
When sm (so that ΓNm), Equations 2124 become equivalent to the results obtained using expressions for FST and γ under neutrality (e.g., equations 35–39 in Roze and Rousset 2004). As shown in Figure 6, however, taking into account the effect of selection on FST and γ (by using Equation 20) greatly improves analytical predictions when ms. Interestingly, the expression for FST given by Equation 20 was already obtained by Glémin et al. (2003), using a method developed by Ohta and Kimura (1969, 1971) to compute moments of allele frequencies in finite populations (equation 11a in Glémin et al. 2003). However, Glémin et al. (2003) neglected the effect of population structure on the mean allele frequency p (assuming that selection is strong relative to local drift) and thus replaced p by u/(sh) in Equations 1618. In effect, Equations 2124 thus combine the results of Glémin et al. (2003), which take into account the effect of selection on FST but neglect the effect of population structure on mean allele frequency, and the results of Roze and Rousset (2004), which take into account the effect of population structure on mean allele frequency but neglect the effect of selection on FST. Figure S7 compares these different approximations and shows that Equations 2124 lead to significant improvement over these previous results.
Figure 6

Equilibrium values of FST, mutation load L (divided by its value in a panmictic population, 2u), heterosis, and inbreeding depression in a subdivided population, when selection acts at a single locus. The x-axes show the migration rate between demes (on a log scale), and the different colors correspond to different values of s: 0.005 (orange), 0.01 (green), 0.05 (blue), and 0.1 (red). Colored curves, predictions from Equations 20 and 2224; circles, one-locus simulation results (30 replicates of 107 generations; error bars are smaller than the size of circles); black curves, predictions from Roze and Rousset (2004) (obtained by replacing Γ by Nm in Equations 20 and 2224). Other parameter values: h=0.2, N=100, u=105; in the simulations the number of demes is set to 200, and back mutations occur at rate 107.

Finally, we can note that when the migration rate m is set to zero, the model represents an infinite number of replicates of a single population of size N. The above results thus predict that the variance in frequency of a deleterious allele due to drift in a single finite population should be p¯q¯/(1+4Nsh) as long as the average frequency p¯ of the deleterious allele remains small (from Equation 20, with q¯=1p¯). Furthermore, expressions for the average allele frequency, mutation load, and inbreeding depression are obtained by setting m=0 in Equations 2123. Figure 7 shows that these approximations are indeed accurate as long as N is not too small (so that the deleterious allele stays rare in the population).

Figure 7

Variance of deleterious allele frequency (scaled by p¯q¯) and inbreeding depression in a single finite population, as a function of population size N (on a log scale). Solid curves correspond to predictions obtained from numerical integration over the standard diffusion result for the distribution of allele frequency (e.g., equation 9.3.4 in Crow and Kimura 1970; see also Bataillon and Kirkpatrick 2000), while dashed curves correspond to 1/(1+4Nsh) (left) and to the expression obtained by replacing Γ by Nsh in Equation 23 (right). Circles, one-locus simulation results (averages over 30 replicates of 108109 generations). Parameter values: s=0.005, 0.01, 0.05, 0.1 (from right to left); h=0.3; u=105; back mutation rate, v=107.

Effects of interference between selected loci

In the multilocus case, population structure generates different types of associations between alleles at different loci, either from the same individual or from different individuals from the same deme. As shown in File S2, selection against deleterious alleles is affected by these associations, through extra terms that appear in Equation 19 (see Equation B33 in File S2) and also through the fact that FST and γ at each locus are affected by interactions between loci. Assuming large deme size and weak selection and migration (so that 1/N, m, and s are of order ε, where ε is a small term), fixed s and h, and freely recombining loci, we obtain
FST11+4N(m+sh)[1s(12h)8Nm[1+4N(m+sh)]2jpj],
(25)
which is equivalent to equation 79 in Roze and Rousset (2008) when shm, while
γ1[1+2N(m+sh)][1+4N(m+sh)]×[1s(12h)4Nm[3+8N(m+sh)][1+2N(m+sh)][1+4N(m+sh)]2jpj]
(26)
(where pj is the frequency of the deleterious allele at locus j in the metapopulation).
Equations 25 and 26 show that FST and γ at a given locus are decreased by partially recessive deleterious alleles segregating at other loci: this effect stems from the fact that offspring from migrant individuals tend to be more heterozygous and thus have higher fitness than offspring from philopatric individuals when deleterious alleles are partially recessive (heterosis). This increases the effective migration rate and thus reduces genetic correlations between individuals within demes (e.g., Ingvarsson and Whitlock 2000). As shown by Equation 19, a lower FST decreases selection against deleterious alleles when h<1/3 (and increases selection otherwise), while a lower γ increases selection against deleterious alleles when h<1/2 and increases it otherwise. As a result, the effects of between-locus interactions on FST and γ may either increase or decrease the efficiency of selection against deleterious alleles, depending on parameter values. Furthermore, File S2 shows that all other effects of between-locus interactions should be negligible when 1/N, s, and m are small, h0.5, and assuming each deleterious allele remains rare in the metapopulation (pj small). From Equations 19, 25, and 26, we obtain for the mean number of deleterious alleles per haplotype at equilibrium (to the second order in U)
n(1I3)(1+2Γ)(1+4Γ)2Γ(1+4Γh)Us,
(27)
where I3 represents the effect of interactions between loci:
I3=(12h)(NmΓ)1+8Γ[h(13h)Γ]Γ(1+4Γ)(1+4Γh)2U.
(28)
Note that the sign of I3 depends on parameter values: while I3 is always positive when 1/3<h<1/2, it may become negative when h<1/3, in particular if Γ is large. Therefore, interference between loci may either increase or decrease the frequency of deleterious alleles. Furthermore, we obtain for the mutation load
L1exp[(1I4)(1+2Γ)(1+8Γh)2Γ(1+4Γh)U]
(29)
with
I4=(12h)(NmΓ)1+8Γh[1(14h)Γ]Γ(1+4Γh)2(1+8Γh)U.
(30)
Again, the sign of I4 (representing the effect of interactions between loci) depends on parameter values: I4 is always positive if 1/4<h<1/2 (in which case interactions reduce the load), but becomes negative if h<1/4 and Γ is sufficiently large.
By contrast, the sign of the expressions obtained for the effects of interactions between loci on heterosis and inbreeding depression stays constant when h<1/2. Indeed, we obtain for heterosis (see File S2 for derivation)
H1exp[(1I5)(12h)(1+2Γ)2Γ[1+4Γh]U]
(31)
with
I5=(12h)(NmΓ)1+8Γh(1+Γ)Γ(1+4Γh)2U,
(32)
showing that interactions between loci always decrease heterosis when h<1/2. Finally, inbreeding depression is given by
δ1exp[(1+I6)(12h)(1+2Γ)1+4ΓhU]
(33)
with
I6=2(12h)2(NmΓ)1Γ(1+4Γh)2U,
(34)
showing that interactions between loci always increase inbreeding depression within demes. Indeed, heterosis and inbreeding depression scale with FSTn and (1FST)n, respectively (from Equations 17 and 18), and we obtain from Equations 25 and 27 that the effect of between-locus interactions on these products stays constant as long as h<1/2 (to the second order in U). As shown by Figure 8, simulation results confirm that interactions between loci tend to increase inbreeding depression and decrease heterosis, fitting reasonably well with predictions from Equations 31 and 33 (although discrepancies appear when m is very small). The effects of interactions between loci on inbreeding depression stay rather small for the parameter values used in Figure 8A, but become more important for lower values of s and h or higher values of U, as shown by Figure 8, C and D. As an aside, File S2 also shows that defining inbreeding depression as 1Ex[Wself,x]/Ex[Wout,x] or as 1Ex[Wself,x/Wout,x] (where again Ex stands for the average over all demes x, while Wself,x and Wout,x are the mean fitnesses of offspring produced by selfing and by outcrossing in deme x) should yield very similar results under our assumptions (N large, s and m small, and pj small), since the variance of Wout,x and the covariance between Wself,x and Wout,x across demes remain small under these conditions. Indeed, both measures were used in the simulations and gave nearly undistinguishable results (not shown).
Figure 8

Inbreeding depression (A, C, and D) and heterosis (B) when deleterious mutations occur at a large number of loci, as a function of the migration rate between demes (on a log scale). Circles, multilocus simulation results; solid curves, predictions from Equations 31 and 33; dotted curves, predictions ignoring effects of interactions between loci (setting I5 and I6 to zero in Equations 31 and 33). Parameter values: (A and B) U=0.5, h=0.2, s=0.05 (squares, top curves in A, bottom curves in B), s=0.01 (circles, bottom curves in A, top curves in B); (C) U=0.5, h=0.1, s=0.01; and (D) U=1, h=0.2, s=0.01. Deme size: N=100. In the simulations the number of demes is set to 200 and genome map length to R=20 M.

Discussion

Theoretical predictions regarding the effect of the mating system of organisms on the mutation load and inbreeding depression are often based on single-locus models. However, as previously shown by Lande et al. (1994), some of these predictions may not hold when considering more realistic situations involving multiple selected loci. In particular, when the genomic mutation rate toward recessive deleterious alleles is sufficiently high, inbreeding depression is maintained at high levels irrespective of the selfing rate of individuals (contrary to the predictions of single-locus models), unless selfing exceeds a threshold value. This selective interference effect has been invoked by Scofield and Schultz (2006) and by Winn et al. (2011) to explain the lack of evidence of purging in meta-analyses comparing species with intermediate selfing rates to species with a low selfing rate (while species with high selfing rates show reduced inbreeding depression): for example, Winn et al. (2011) observed that species with intermediate selfing rates (between 0.2 and 0.8) present similar levels of inbreeding depression to those of species with lower selfing rates (<0.2). Furthermore, it has been proposed that this effect may allow the stable maintenance of mixed mating systems (involving both selfing and outcrossing), since the classical prediction that only complete selfing or complete outcrossing should be evolutionarily stable (Lande and Schemske 1985) is based on the assumption that inbreeding depression is a decreasing function of the selfing rate.

Most previous studies of selective interference were based on Kondrashov’s (1985) simulation model, representing deleterious alleles occurring at an infinite number of unlinked loci, in an infinite population. Lande et al. (1994) considered the case of fully (or almost fully, i.e., h=0.02) recessive lethal mutations (s=1) and found that selective interference becomes important when the genomic deleterious mutation rate is sufficiently high (0.2–1). Kelly (2007) showed that strong homozygous effects of deleterious alleles are not necessarily needed for interference to occur (the effect being actually stronger with s=0.1 than with s=1), while h has to be sufficiently low to observe interference. Winn et al. (2011) modeled transitions from outcrossing to partial selfing and showed that increased selfing leads to lower levels of inbreeding depression (purging) when s=0.05 and h=0.2 and when s=0.001 and h=0.4, but not when s=1 and h=0.02 (for a genomic mutation rate of 1), inbreeding depression staying close to 1 in the last situation.

To date, no analytical model has explored the mechanisms of selective interference. In this article, I showed that analytical approximations can be obtained in regimes where interference stays moderate, by considering the effects of pairwise interactions between selected loci and assuming weak selection. As we have seen, the mechanisms underlying interference in partially inbred populations depend on the form of inbreeding considered. In a single, large population undergoing partial selfing, interference between loci is mainly driven by identity disequilibria between those loci (as long as the fitness of heterozygotes departs from the average of both homozygotes a each locus, i.e., h0.5). However, identity disequilibria affect inbreeding depression through several mechanisms: correlations in homozygosity directly reduce δ, but also indirectly decrease homozygosity at each locus (which also reduces δ) and decrease the efficiency of selection against deleterious alleles, allowing them to be maintained at higher frequencies (thereby increasing δ). This last effect (which predominates over the first two) corresponds to the verbal explanation proposed previously to explain selective interference (purging is prevented by identity disequilibria, e.g., Lande et al. 1994; Winn et al. 2011). However, we have seen that this effect itself involves three different mechanisms: reduction of the effective dominance coefficient of deleterious alleles, decrease in homozygosity at each locus, and positive correlations between the presence of a deleterious allele at a given locus and heterozygosity at other loci. The results presented here also show that interference is affected little by the strength of selection against deleterious alleles (at least as long as selection is weak to moderate) or by linkage, as long as genome map length is sufficiently high—in agreement with the simulation results obtained by Charlesworth et al. (1992), showing that the effect of linkage on mean fitness and inbreeding depression in partially selfing populations often remains slight.

When inbreeding results from limited dispersal (population structure), interference effects are more complicated as they involve associations between loci as well as between different individuals from the same spatial location. However, we have seen that when selection and migration are weak while deme size is large, the main effect of interference between loci (assuming partially recessive deleterious alleles) is to increase the effective migration rate at each locus (Ingvarsson and Whitlock 2000), thereby reducing probabilities of identity between alleles present in different individuals from the same deme. This may either increase or decrease the strength of selection against deleterious alleles, depending on parameter values, but it always increases inbreeding depression within demes, while reducing heterosis between demes. In contrast to the case of partial selfing in a single population, this effect does not involve identity disequilibria (correlations in homozygosity across loci), but does involve other types of associations between alleles present in different individuals from the same deme (moments of linkage disequilibrium and allele frequencies, see Equations B44 and B45 in File S2). Furthermore, an important difference between partial selfing and population structure is that the mutation load and inbreeding depression in a structured population may be affected by the strength of selection against deleterious alleles (in particular when migration is weak, see Figure 6). The effects of interference between loci also depend on the strength of selection, being more marked for lower values of s.

Is selective interference likely to have important consequences in natural populations? Confirming previous results, we have seen that interference leads to substantial deviations from single-locus results for parameter values leading to strong inbreeding depression (high U, low h), independently of the strength of selection against deleterious alleles. In particular, the total absence of purging as the selfing rate increases (up to a threshold value) is observed only when inbreeding depression is close to 1 (while for lower values of δ, interference only dampens the decline of inbreeding depression with selfing). As observed by Winn et al. (2011), this condition may be fulfilled in gymnosperms, which show very high levels of inbreeding depression. In contrast, angiosperms show lower values of inbreeding depression (on average), for which selective interference may not be sufficiently strong to prevent purging. According to the results shown here, interference between deleterious alleles may thus not represent a sufficient explanation for the lack of evidence for purging in angiosperms in Winn et al.’s (2011) meta-analysis (for selfing rates between 0 and 0.8). Other possible explanations may be a lack a sufficient power to detect purging or synergistic epistasis between deleterious alleles, which tends to flatten the relationship between inbreeding depression and the selfing rate (Charlesworth et al. 1991). Note also that, as discussed by Winn et al. (2011), most estimates of inbreeding depression compiled in their data set were obtained under greenhouse conditions and may thus be biased downward if inbreeding depression tends to be stronger in harsher environments (Armbruster and Reed 2005). More empirical studies of inbreeding depression in different sets of conditions are thus needed to assess the potential importance of interactions between loci on selection against deleterious alleles.

Finally, because the suppression of purging due to interference occurs only when inbreeding depression is maximal, this mechanism does not seem a likely explanation for the evolutionary maintenance of mixed mating systems (as proposed in previous articles), since selfing should be strongly disfavored when δ is close to 1. Nevertheless, the effects of associations between loci on the evolution of mating systems remain little explored (but see Kamran-Disfani and Agrawal 2014). Besides affecting inbreeding depression, between-locus associations may modulate the advantage of selfers due to more efficient purging (e.g., Uyenoyama and Waller 1991; Epinat and Lenormand 2009) and possibly generate additional selective forces acting on a modifier locus affecting the selfing rate. These effects are still waiting for analytical exploration.

Acknowledgments

I thank the bioinformatics and computing service of the Roscoff Biological Station for computing time and Joachim Hermisson and two anonymous reviewers for helpful suggestions and comments. This work was supported by the French Agence Nationale de la Recherche (ANR-11-BSV7-013).

Footnotes

Communicating editor: J. Hermisson

Supporting information is available online at www.genetics.org/lookup/suppl/doi:10.1534/genetics.115.178533/-/DC1.

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